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 table, 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 table in the middle, and pagination at the bottom.
What this page is for
Use Accounts as the command center for company records. A normal user comes 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 table 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 table columns only after the visible list is correct.
Correct order to learn this page
| Step | Section | What the user learns |
|---|---|---|
| 1 | Overview | Where the cards, actions, filters, table, and pagination 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 file or CRM. |
| 5 | Export | How to download account data. |
| 6 | Filter | How to narrow the table by structured fields. |
| 7 | Search | How to find a known account quickly. |
| 8 | Table columns | What each account row means. |
| 9 | Table dropdowns and row actions | Which row controls can be changed from the table. |
| 10 | Bulk actions | How to update, delete, export, or deselect selected account rows. |
| 11 | Pagination | How to move through long account lists. |
Do not mix these controls
| Control | Use it for |
|---|---|
| Add | Create one account. |
| Import | Bring many accounts from file or CRM. |
| Export XLSX | Download the visible account dataset. |
| Filter | Narrow by account properties. |
| Quick Search | Find a known account by text. |
| Table columns | Understand and compare row data. |
| Row dropdowns/actions | Change or inspect a specific row. |
| Bulk actions | Work on selected rows from the toolbar. |
| Pagination | Move between result pages. |
Next step
After you understand the list, open a company name to move into Account Details.