Managing Accounts
Accounts Overview
- An account represents a business entity, organization, or individual customer that your company interacts with. It is a record that contains information such as name, industry, address, phone number, and other relevant details. Accounts are used to centralize and manage all interactions, communications, and activities related to a specific customer or organization.
- The account owner is the person within your organization responsible for managing the relationship with the account. Typically, this is a sales rep, account manager, or customer success manager. It helps track performance metrics like customer satisfaction, streamline communication, and ensure the account has a dedicated point of contact.
- A parent account is a hierarchical structure in which one account is designated as the primary or "parent" entity, while others are its "child" or subsidiary accounts. Represent complex organizational structures, like corporations with multiple subsidiaries or branches. And helps simplify navigation between related accounts within the CRM.
Adding Accounts
Add from Accounts Page
Follow the steps below to create a new account in the CRM:
1. Start the Account Creation Process
Click on the Add button located in the top-right corner of the Accounts screen.
From the dropdown menu, select Create a New Account
2. In the Create New Account pop-up modal:
Enter the account name in the designated field.
Click Add to proceed.
3. Complete the Profile Page
On the account profile page, fill out the following details:
Industry: Select the industry from the dropdown menu.
Parent Account: Choose the parent account from the dropdown menu, if applicable.
Account Address: Enter the primary address of the account.
Shipping/Billing Address: Use the available fields to add these addresses, if needed.
Account Owner: Assign an account owner from the dropdown menu.
Account Tier: Select the account tier (I - IV) from the options provided.
Health Score: Choose the health score for the account.
Renewal Date: Enter the renewal date in the appropriate field.
NPS and CSAT Score: Provide the Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT).
Notes: Add any relevant notes in the Notes section.
4. Save Changes
Once all required fields are filled, click Save Changes to finalize the account creation.
Your new account is now successfully added to the CRM!
Importing Accounts
Click on the Add button located in the top-right corner of the Accounts screen.
From the dropdown menu, select Import Accounts
In the Import Account pop-up modal:
Select "download template for import" to start from scratch with a template that guides you on what to provide to create accounts in bulk via import.
Select "import existing file" if you already have a filled-out import template; select this option to choose your file and import it into the system.
Deleting Accounts
From Accounts Pages:
Click on the three-dot menu located on the right side of the account you want to delete and select delete.
Working with Lists & Contacts
Associating Contacts to Accounts
In a CRM, contacts are individual people associated with accounts or organizations. They are critical for tracking communication, building relationships, and managing interactions with customers or prospects.
In the Accounts page, adding a domain and selecting the Automatically Add Contacts checkbox will auto-associate contacts to accounts whose email address has that domain.
Using Accounts to Build Lists
In the List page, select the list you want to add accounts to.
Click on the Add button located in the top-right corner of the screen in the selected list.
From the dropdown menu, select Add Accounts.
In the Add Accounts to List pop-up modal, select the accounts you want to add to the list and click add to list.
- The contacts associated with the selected accounts are added to the list.