What is the Accounts Tab?
The Accounts tab is your central hub for managing customer accounts. It allows you to view a list of all accounts, create new ones, and manage issues such as duplicates or incomplete records.
Main Screen Overview
The main screen of the Accounts tab displays a list of all customer accounts. At the top of the screen, you will find several key features:
Account Stages: You can filter accounts by their assigned stage. A dropdown list shows all available Account Stages (e.g., Archived, Do Not Knock, Lead, etc.). You can select or deselect these stages to filter your accounts.
Filter: A search bar that allows you to filter accounts by name or other criteria.
Duplicates: A button that allows you to view and manage duplicate accounts.
Fix Accounts: A button that allows you to view and manage incomplete accounts.
+ Add: A button that allows you to add a new account.
Download CSV: A button that allows you to download a CSV file of your accounts.
How to Add an Account
Navigate to the Add Account Screen: From the main Accounts screen, click on the + Add button.
Fill out the Account Details: The "Add Account" screen contains several fields that you can fill out. Required fields are marked with a red asterisk. These fields include: First Name, Last Name, Email, Phone, Team, Owner, Closer, Location, and Source Status.
Create the Account: Once you have filled out all the required fields, click on the + Add Account button in the bottom right corner of the screen.
How to Manage Account Details
Select an Account: From the main Accounts screen, click on the name of an account to open its details page.
Account Information: The account details page displays information such as Name, Email, Phone, Team, Owner, Closer, and Location.
Account Stage History: This section shows the history of the account's stages, including the date, time, and who updated it.
Delete Account: You can delete an account by clicking on the "Delete Account" button in the "Danger Zone" section.
How to Manage Duplicates and Incomplete Accounts
From the main Accounts screen, you can also manage duplicate and incomplete accounts:
Duplicates: Click the Duplicates button to be taken to a page that lists all duplicate accounts.
Fix Accounts: Click the Fix Accounts button to be taken to a page that lists all incomplete accounts.