Skip to main content

Multi-Accounts (Mobile)

Multi-Accounts allow you to track multiple contacts or decision-makers at the same location—perfect for businesses, apartments, or any property with multiple people to engage.

Hunter Allred avatar
Written by Hunter Allred
Updated this week

What are Multi-Accounts?

Multi-Accounts let you create and manage multiple accounts at a single address. This is common for:

  • Business locations - Track multiple employees or departments at one company

  • Apartments - Manage individual residents in multi-unit buildings

  • Properties with multiple decision-makers - Track each person separately

When you tap on a location with multiple accounts, you'll see all accounts listed so you can choose which one to view or update.

Viewing Multi-Account Locations

On the Map

Locations with multiple accounts display differently: Cluster markers show a colored pie chart representing the status of each account at that location. The number in the center shows how many accounts match your current filters. Blank pins appear when none of the accounts at that location match your filters.

In the Location Sheet

When you tap a multi-account location:

  1. If there's only one business, it displays automatically

  2. If there are multiple businesses, you'll see a Business dropdown at the top

  3. Select which business to view from the dropdown

  4. All accounts (employees) under that business appear below

Adding Accounts at Multi-Account Locations

Add a Business

If the location doesn't have a business yet:

  1. Tap the location pin

  2. Tap Add Business

  3. Enter the business name and details

  4. Fill in disposition and notes

  5. Tap Add Account

Add an Employee to a Business

If the business already exists:

  1. Tap the location pin

  2. Select the business from the dropdown (if multiple exist)

  3. Scroll down and tap Add Employee or the + button

  4. Enter the employee's name and contact info

  5. Fill in disposition and notes

  6. Tap Add Account

The new employee account is automatically linked to the parent business.

Managing Multi-Account Locations

Viewing Individual Accounts

  1. Tap the location pin

  2. Select the business (if multiple)

  3. Tap on any employee name to view their full account details

  4. View their contacts, notes, events, and history

Editing Account Information

  1. Open the account you want to edit

  2. Tap Edit in the top-right corner

  3. Update the information

  4. Tap Save

Merging Duplicate Businesses

If you accidentally created duplicate businesses at the same location:

  1. Tap the location pin

  2. Select one business from the dropdown

  3. Tap the three-dot menu in the top-right

  4. Select Merge Duplicated Businesses

  5. Confirm the merge

What happens when you merge:

  • All employees from other businesses move to the selected business

  • All notes and contacts are combined

  • Duplicate businesses are removed

  • Only one business remains with all associated accounts

Note: You need proper permissions to merge businesses.

Multi-Account Map Display

Understanding the Cluster Markers

  • Pie chart colors - Each color segment represents the status or disposition of accounts at that location

  • Number in center - Total accounts that match your current filters

  • Filter impact - Changing filters updates which accounts are counted in the cluster

Filter Behavior

When you apply filters:

  • Only matching accounts are counted in the cluster marker

  • The map updates to show only locations with matching accounts

  • Accounts that don't match are hidden but not deleted

Best Practices

  • Use for businesses - Multi-accounts are ideal for business locations where you need to track multiple contacts.

  • Name clearly - Use descriptive names for businesses and employees to avoid confusion.

  • Check for duplicates - Before adding a new business, check if one already exists at that location.

  • Link to parent - Always link employee accounts to the parent business for proper organization.

  • Merge carefully - Merging combines all data and cannot be easily undone. Double-check before confirming.

  • Update regularly - Keep employee accounts current as people change roles or leave.

Troubleshooting

Can't see all accounts at a location

Check your filters. Accounts that don't match your filter criteria won't appear in the count or list.

Business not showing in dropdown

Make sure the business account exists and isn't archived. Try refreshing the location data.

Can't merge businesses

Verify you have permission to edit accounts. You need edit permissions for all businesses involved in the merge.

Added employee to wrong business

You can edit the employee account and change the parent business, or contact your manager for help.

Cluster marker showing wrong count

The count reflects only accounts matching your current filters. Change filters to see all accounts.

Duplicate businesses created accidentally

Use the Merge Duplicated Businesses feature to combine them into one.

Did this answer your question?