Start with Accounts

Use this guide when you are new to the Accounts area and need the safest order to learn it.

Accounts are company records. Start here when you need to find companies, understand engagement, update account information, or open a company detail page.

Recommended order

Step	Guide	What to learn
1	Accounts overview	Where the summary cards, actions, filters, search, table, and pagination live.
2	Summary cards	How to read account counts and engagement states.
3	Add account	How to create one account manually.
4	Import accounts	How to bring accounts in from a file or CRM.
5	Export accounts	How to download account data.
6	Filter accounts	How to narrow the list by structured fields.
7	Search accounts	How to find one known company quickly.
8	Table columns	What each row and column 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 clear selected rows.
11	Pagination	How to move through long account lists.

What to do first

Open Accounts overview before changing account data. After the visible list makes sense, use Quick Search for one known company or Filter for a structured group of companies.

Next step

After you understand the account list, open a company name and continue with Account Details.