Accessing Accounts
Navigate to the Accounts section from the main menu. The page displays a table of all accounts with filtering options.
Account Systems
Your company may use one of two account management systems:
Workflow System (newer): Accounts move through configurable workflow stages
Legacy System (older): Accounts use fixed account statuses
The system your company uses determines which fields and options appear when working with accounts.
Page Features
Top Actions:
Add - Create a new account
Duplicates - View and merge duplicate accounts
Fix Accounts - View accounts missing required information (owner or location)
Filtering Options:
Date range selector
Column visibility toggle
Search field for quick filtering
Workflow/stage filters (if using Workflow system)
Status filters (if using Legacy system)
Data Export:
Download account data as CSV
Account Table
The table displays key account information:
Account owner
Contact details (name, phone, address)
Current stage or status
Date created
Custom fields (if configured)
Click any account row to view full details.