Accounts

2 soma zaidiKiwango cha juu cha September 2, 2026

An account is an established customer — a company or a person you already do business with. Where a lead is a possibility, an account is a relationship, and the record is built to hold everything about it in one place.

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What an Account Record Holds walks through the eight tabs on an account and explains what actually lives on each one. It also explains a genuine oddity: the Accounts screen sits behind a menu entry that looks like it belongs to HR. It isn't an HR screen; the menu entry was reused.

Everyday work

How to Create an Account and How to Edit an Account's Details
How to Browse and Search Accounts — finding one among many
How to Manage the People on an Account — who your contacts are inside the customer
How to View an Account's Leads, Quotes and Orders — the commercial history
How to View an Account's Notes and History — what's been said and what's changed
How to Manage Documents on an Account — the document vault, which is only meaningful for mortgage customers

Tidying up

How to Merge Duplicate Accounts — when the same customer got entered twice. This needs a specific permission.
How to Delete an Account — which deactivates rather than destroys, so nothing attached to it is lost.

Connecting a lead to an account

From the lead's side, not the account's. The account's Leads tab has an "Associate Lead" button that doesn't do anything yet. How to Link a Lead to an Account is the real route.

Katika sehemu hii

What an Account Record HoldsSee Leads, Opportunities and Accounts first — this article assumes you already know an Account is the commerce-side customer/company record a Lead links to. This one covers what's actually on the record, and a real…How to Browse and Search AccountsFind an existing account and open its record. Steps 1. In the left sidebar, click Accounts (lands on the Accounts tab of the Account Browser — see What's on an Account record? for why this nav item is gated the way it…How to Create an AccountCreate a new commerce Account, either standalone or pre-filled from an existing Lead. Steps 1. From the Account Browser, click New Account — or from a Lead's detail page, use Assign Account → Create New Account (this…How to Delete an AccountNote: despite the label, "Delete" doesn't erase the account. It flips the account's isActive flag to false — the same underlying mechanism a duplicate-account merge uses on the losing account. The record and its history…How to Edit an Account's DetailsUpdate an account's company name, currency, marketing consent, or tax-exempt flag. Before you start Open the account you want to edit — see How to Browse and Search Accounts Steps 1. On the account's page (any tab),…How to Manage Documents on an AccountScope note: this tab is built for the mortgage vertical — it tracks per-loan document requirements for the account's borrowers. On an account with no mortgage Application, it's simply empty; there's no general-purpose…How to Manage the People on an AccountNote: this is the account's own Members tab (who's attached to this specific account), not the /account page's separate Members/Team Members tabs, which manage your organization's staff roster instead — see What's on an…How to Merge Duplicate AccountsFold a duplicate account into the account it's a duplicate of, moving its leads, orders, documents, and members onto the survivor. Before you start The Merge Accounts right (Merge Accounts), or god-mode access. Without…How to View an Account's Notes and HistoryNote: there is no way to add a note directly on an account. Notes live on the account's orders, and this tab only displays them — an informational banner on the tab says so. To add a note, do it from the relevant order.…How to View an Account's Leads, Quotes and OrdersNote: the Leads tab's Associate Lead button is a stub — clicking it just shows an "Associate Lead (coming soon)" notice and does nothing else. To connect a Lead to this account, do it from the Lead's side — see How to…

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Custom Forms

A custom form is a set of extra questions attached to a market, asked when somebody creates a lead in it. Solar leads need roof age; insurance leads need vehicle details; neither belongs on the standard lead record.…

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Everyday work

Tidying up

Connecting a lead to an account

Katika sehemu hii

Makala zinazohusiana

Viongozi wa

Custom Forms

Mwongozo wa Intake

Accounts

Start here

Everyday work

Tidying up

Connecting a lead to an account

Katika sehemu hii

Makala zinazohusiana

Viongozi wa

Custom Forms

Mwongozo wa Intake