Create an Account
Add a company or organization record to CRM.
Accounts group contacts, deals, tickets, files, notes, and activity under a company or organization.
Create an Account
- Open CRM > Accounts.
- Select New account.
- Enter the Account Name.
- Add optional Email and Phone details.
- Choose Visibility.
- Fill any custom fields your workspace uses.
- Add tags when the account needs flexible labels.
- Assign users who should own or help manage the account.
- Select Save Account.
Before saving, search for the company name and domain to avoid creating a duplicate account. Duplicates split contacts, deals, tickets, invoices, and activity across multiple company records.
Visibility
- Private keeps the account limited to the owner or allowed users.
- Team makes the account available to the team.
- Public makes the account broadly visible inside the workspace.
Use the most restrictive visibility that still lets the right teammates do their work.
Choose visibility before adding sensitive notes, files, or deals. If the account contains confidential customer context, keep it private or team-limited until ownership and permissions are clear.
Tags and Custom Fields
Use tags for flexible grouping such as partner, vendor, enterprise, or priority. Use custom fields for structured information your team needs on every account, such as account segment, contract type, renewal month, or industry.
Set required custom fields during account creation when they drive reporting, handoffs, renewal workflows, or customer segmentation. If the value is unknown, add a task to complete it instead of leaving important account context blank.
Add Company Contact Information
Use account-level email, phone, website, and address fields for company contact details that apply to the organization, not one person. Put a person-specific email, phone number, title, or direct line on the contact record instead.
If the account has multiple offices, add the main billing or headquarters address to the account and use notes, files, or custom fields for extra location context. This keeps invoices, estimates, and customer records easier to audit.
Empty State
If the accounts page is empty, the page prompts you to create the first account. Create accounts when you need company-level grouping. If you only work with an individual person, a contact may be enough.
Before importing or bulk creating accounts, create one manually and confirm the fields, tags, custom attributes, and owner model match how the team wants to manage companies.
After Creating
Open the account detail page and add or link the primary contacts. Then review whether the account needs an owner, tags, notes, files, deals, tickets, or tasks so the company record is useful from the first day.
Add a next action if the account was created from a lead, deal, support request, or onboarding process. Empty company records become hard to interpret later.
Fix Duplicates Early
If you notice that the same company already exists, stop adding new activity to the duplicate record. Move or recreate only the missing details on the correct account, then archive or delete the mistaken test record if your team process allows it.
Check linked contacts, deals, invoices, tickets, and files before removing an account. Historical records may still depend on that company context.