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The account detail page is the company-level workspace for one customer, prospect, partner, or vendor.

Open an Account

Open CRM > Accounts, then select an account row. The detail page shows the account header, details panel, and related work tabs.

Use the account page when the question is about the company relationship. Use a contact page when the question is about one person at that company.

What You Can Review

Use the account page to review:

Overview activity.
Emails.
Notes.
Comments.
Tasks.
Deals.
Files.
Account details and custom fields.

Read the Header First

Start with the account header and summary details. Confirm you are on the right company, then check ownership, visibility, tags, and status fields before moving into related tabs.

If the account has several contacts or deals, make sure you are changing the company-level value intentionally. Company-level changes can affect more records than a single contact update.

Edit account details when the company name, email, phone, visibility, assigned owner, or custom field values change. Keep company-level fields accurate because deals, tickets, and related communication often depend on them.

Before changing account ownership, visibility, segment, renewal fields, or other workflow-sensitive details, review open deals, tickets, invoices, projects, and tasks. Company-level changes can affect reporting, saved views, and handoffs.

Keep important work connected to the account:

link primary contacts to the account
connect deals for company-level sales work
attach company files such as contracts or vendor forms
keep account review tasks on the account
make sure invoices and projects use the right customer context

If related work is scattered across unlinked contacts, clean up the relationships before using the account for reporting.

Add Notes and Comments

Use notes for durable account context, decisions, meeting summaries, renewal notes, and handoff information. Use comments for team discussion around the account.

Keep notes factual and useful for the next teammate. Add a task when a note creates follow-up work, otherwise the action can be missed during account review.

Files

Attach account-level files when the file belongs to the company relationship rather than to a single contact, deal, ticket, or project.

Use account files for company contracts, master agreements, vendor forms, or shared reference documents. Use deal, ticket, or project files when the file belongs to one specific piece of work.

Account Review Checklist

Confirm primary contacts are linked.
Review open deals, tickets, invoices, projects, and tasks.
Check recent emails and notes before outreach.
Update tags or custom fields used for segmentation.
Add a next action when the account needs follow-up.

Before Customer Outreach

Before emailing or calling an account:

Review recent activity and notes.
Check open tickets and unpaid invoices.
Check active deals and projects.
Confirm primary contacts are current.
Add or update the next follow-up task.

This prevents duplicated outreach and keeps sales, support, and finance aligned.

When to Split or Merge

Create separate accounts for companies that need separate billing, reporting, or ownership. Keep divisions under one account only when your team manages them as one customer relationship.

If duplicate accounts exist, decide which record should remain, move important contacts and files, and add a note explaining the cleanup.

Account Detail Page