Accounts overview
Accounts overview
The Accounts page is the starting point for company records. Use it in this order: understand the page, read the summary cards, use the top actions, narrow the list, read the list, then open an account.
Image guide: The full Accounts page has summary cards at the top, Add/Import/Export on the left, Filter and Quick Search on the right, the account list in the middle, and page navigation at the bottom.
What this page is for
Use Accounts as the command center for company records. Come here to answer three questions: which companies exist in the workspace, which ones deserve attention, and which account should be opened next. The summary cards give the broad count, the toolbar handles account-level actions, and the list gives the working list.
Before editing anything, first check whether you are trying to find one known company or build a group of companies. Use Quick Search for one known company. Use Filter for a structured segment. Use the list columns only after the visible list is correct.
Correct order to learn this page
| Step | Section | What you learn |
|---|---|---|
| 1 | Overview | Where the cards, actions, filters, list, and page navigation are located. |
| 2 | Summary cards | What the account counts and media states mean. |
| 3 | Add | How to create one account manually. |
| 4 | Import | How to bring accounts in from a connected CRM. |
| 5 | Export | How to download account data. |
| 6 | Filter | How to narrow the list by structured fields. |
| 7 | Search | How to find a known account quickly. |
| 8 | list columns | What each account row means. |
| 9 | list menus and row actions | Which row controls can be changed from the list. |
| 10 | actions for your selection | How to update, delete, export, or deselect selected account rows. |
| 11 | page navigation | How to move through long account lists. |
Do not mix these controls
| Control | Use it for |
|---|---|
| Add | Create one account. |
| Import | Bring accounts in from a connected CRM. Account file uploads are available to admins in Manage. |
| Export XLSX | Download all accounts matching the current filters, search and data view, across all result pages. |
| Filter | Narrow by account properties. |
| Quick Search | Find a known account by text. |
| List columns | Understand and compare row data. |
| Row menus/actions | Change or inspect a specific row. |
| Actions for your selection | Work on selected rows from the toolbar. |
| Page navigation | Move between result pages. |
Members can add, update, import from an available CRM, export and delete account records. To delete accounts, select their checkboxes and use Delete in the toolbar. Workspace settings and integration setup have separate permissions; see Member and Client Admin access.
Next step
After you understand the list, open a company name to move into Account Details.