Accounts

Manage all the companies you work with — clients, prospects, vendors, and partners — in one organized place.

Key Features

• Dashboard Stats: See at a glance how many total accounts you have, how many are active clients, how many are prospects, and your total revenue across all accounts.
• Account Types: Categorize every account as a Client, Prospect, Vendor, Partner, Subcontractor, or White Label.
• Search & Filter: Search by name, email, phone, city, or industry. Filter the list by type, status, or pricing tier.
• Billing Settings: Store payment terms, preferred currency, pricing tier (Retail, Pro, Wholesale, or Custom), and discount percentage per account.
• Linked Contacts & Projects: View all contacts and projects associated with an account from a single detail panel.
• Activity History: Each account automatically tracks recent activity — calls, emails, meetings, invoices, and more.
• Bulk Delete: Select multiple accounts and delete them in one action.

How to Use

Add a New Account

1. Click New Account in the top-right corner.
2. Fill in the account name (required) and type.
3. Use the tabs to add additional details:
   • General — name, type, industry, email, phone, website, status, and lead source
   • Address — street address, city, state, ZIP, and country
   • Billing — billing email, tax ID, payment terms, currency, pricing tier, and discount
   • Notes — free-form notes about the account
4. Click Save Account.

View Account Details

1. Click the View button (eye icon) on any account row.
2. The detail panel shows contact information, linked contacts, active projects, and recent activity.
3. Click Edit Account inside the detail panel to make changes.

Edit or Delete an Account

• Click the Edit button (pencil icon) on any row to update account information.
• Click the Delete button (trash icon) to remove a single account. Note: deleting an account will unlink associated contacts.
• To delete multiple accounts at once, check the boxes next to them and choose Delete Selected from the batch actions menu.

Search and Filter

• Use the search bar to find accounts by name, email, city, industry, or notes.
• Use the dropdown filters above the list to narrow results by Type, Status (Active, Inactive, Archived), or Pricing Tier.
• Click any column header to sort the list.

Tips

• Set the correct account type from the start — it affects how accounts appear in stats and reports.
• Use pricing tiers to apply consistent pricing across invoices and projects linked to that account.
• The Last Activity column updates automatically whenever a contact, project, or activity is added to the account.
• Use Notes to capture important context that does not fit into a standard field, such as contract details or relationship history.