Accounts typically corresponds to companies. They can be attached to deals and to contacts. It is very important to label your information correctly as it will impact your exports and reports.

Navigating to the Account Section

While there is a dedicated Account section, please note that it is possible to create, select, and organize Accounts in multiple sections of the CRM (Board view, Grid view, Deal view).

To access the Account Section, you will need to click on the building icon on the left side of the screen.

There, you will be able to see all of your current existing Accounts, and their corresponding information - organized in columns, create new Accounts, and get more details on the companies by going into the detailed Account view.

Adding Filters, Creating Custom Filters and Dynamic Filters

While navigating the Accounts Section of Sales CRM, you are able to add filters in order to limit the results that come by based on your filters.

Accessing Filters

You can find the filters on the upper left section of the accounts with the funnel icon.

From the filters:

1- you will be able to access your favorites (the ones that you have marked as such by clicking on the star icon)

2- You will be able to filter by Account owners

3- You will be able to see your custom filters

4- You will be able to add a new filter

Creating a new Filter

You can create a new filter by pressing the “+ Add new filter” button.

This will provide you with options for your new filters:

Name: Name of the custom filter
Conditions: add filter by Groups, Labels, or additional fields
Visibility: determines whether the filter is private (filter’s creator) or if it is public (everyone in the pipeline has access).

Once the custom filter is created, it will be accessible from the “Filters” section of the filters menu.

Dynamic Filters

Dynamic filters can be added as a way to quickly add filters on your fields on interest.

Adding filters will create a temporary filter (will reset upon refreshing the page). Furthermore, exporting the page with the Dynamic Filters will export only the filtered elements to a csv.

As a result, you are able to more quickly find relevant accounts or contacts, pin point duplicate fields, and export filtered data to be further manipulated elsewhere (e.g: Email reach out).

Modifying and Reorganizing the columns in the Accounts Section

In the Grid view of the Accounts Section, all of the variables can be shown through columns.

Moving Columns Around

You can move columns arounds by clicking on the downward triangle that appears and choosing the position to move the column to (left or right).

Hiding Columns

You can move columns arounds by clicking on the downward triangle that appears and choosing the “Hide column” option.

Adding Columns

You can always add the columns you’ve hidden, or add more columns.

By default, not all fields are shown in the Grid view, but it is possible to add them manually afterwards. In addition, it is possible to capture a custom field of your choice by clicking on the “+ New field”.

There are two types of fields that you can add: “Text” Field and “Number” field.

Text: Text based (e.g: label, department, VAT number, Tax number)
Number: Numerical based (e.g: SAP Number field, Hubspot ID, Property Size)

After the new field is created, it will appear as a new column. From there, you can either:

Reorganize the column around
Hide the Column
Edit the field (change the field’s name, delete the field)

Modifying the fields in the Accounts Section

You can click on any field and make edits to the information there simply by clicking in the appropriate field. For example, you can edit the website address simply by clicking on the relevant box. Alternatively, you can make those changes in the “Detailed View”.

Creating an Account in the Accounts Section

You can create an Account from the upper right section of the screen on the “+ Add new Account”. From there, a side panel will appear where you can populate the various fields and complete the job by clicking on the “create” button.

Deleting an Account in the Accounts Section

You can delete an Account in the Grid view by going on the right side of the Account’s name - to the right of the “i” icon. By clicking on the three dots, the option to delete an Account will happen.

Do note that if you delete an Account, all the Accounts, deals, etc. that contained information from these Accounts will no longer carry the Account’s information.

In addition, the deleted Account is not recoverable, so the data will be lost. (the related contacts will be kept in the system)

Going in the detailed view of an Account

You can access more information on an Account by clicking on the “i” - to the right of the Account’s name.

Activity

The activity tab will display all the changes and addition made to the account (e.g: change of status, change of owner, change of group, etc.). This is also where you will be able keep your notes

The activity section is meant as a way to keep track on the interaction points with the Account and be able to quickly reference past conversations, tasks, To-dos, etc.

Recent Contacts

Recent Contacts shows all the Contacts that have been linked to the account. Links can be done from the Contact Section or in the Deals Section

Recent contacts helps document who the right point of contact, stakeholder, or other contributor is. And may help reference the right person.

From this view, you can make a few actions for the Recent Contacts

Make edits to the fields (e.g: name, email, phone number)
Navigate to the Contact of choice by clicking on the “i” to the right of the name.

Recent Deals

Recent Deals shows all the deals that have been linked to the account. Links can be done from the deal section. If a deal has been attributed to a certain contact. The deal will also be attributed back to the account if the contact is linked to the account.

Recent deals is a way to quickly understand the importance of an account and helps make business decisions. You will be able to see the following:

Name of the deal
Value of the deal
Deal Reporter
Issue linked to the deal

From this view, you can make a few actions for the Recent deals

Make edits to the fields (e.g: name, email, phone number)
Navigate to the Contact of choice by clicking on the “i” to the right of the name.

Editing the fields

In the detailed view, you can see all the fields available (native and custom). You can make edits to those fields directly on this page.

Do note that you cannot add new custom fields. You will have to navigate to the Grid view in order to add additional custom fields.

Changing View in the Accounts Section

There are two main views in the Account Section.

By default, you will be in the Grid view. However, there is also the Board view.

Grid View

The Grid view is great to have an overview of all your Accounts and to search for a specific one.

You can read more about the Grid view above.

In the Grid view, you can do the following:

Create/Hide Columns
Move Columns Around
Edit fields
Delete Accounts
Create new Accounts
Going to the detailed view of an Account

Board view

The Board view makes it easier to cluster: Accounts are grouped by Group.

A group is a text variable that can be used as an extra variable to organize your date. This could be used for labeling the source of the Account (lead list, website, event, etc.) , the nature of the projects for the Accounts (R&D, Custom Development, Consulting), and more.

Similarly to the Board view, you can

Create new groups
Move Groups around
Move Accounts to different groups
Create new Accounts
Go to the detailed view of an Account