Create and manage accounts

Add the companies you work with, find them again, and edit or delete them.

Last updated September 20, 2026

An account is a company or organization you sell to or support. Opportunities, contacts, and support cases all belong to an account.

Create an account

Open Accounts in the sidebar.
Click Create Account.
Enter the Account Name. This is the only required field.
Optionally fill in Industry, Website, Phone, Address, Annual Revenue ($), and Employee Count.
Click Create Account. You are taken to the new account's page.

Enter the website as a full address including https://, for example https://acme.com.

Find an account

Use the Search Accounts box at the top of the Accounts page. Search matches the account name or industry and ignores upper and lower case. Click Clear to see all accounts again.

What the accounts list shows

Column	Meaning
Account Name	Click to open the account. An icon appears when the account has a website.
Industry	The account's industry, or — when not set.
Revenue	Annual revenue, shortened (for example $1.5M or $500.0K).
Employees	Employee count.
Opportunities / Contacts / Cases	How many of each belong to the account.

Edit an account

Open the account and click Edit.
Change any of the fields.
Click Save Changes.

Delete an account

Open the account and click Delete.
Review the confirmation, which lists how many opportunities, contacts, and support cases will be deleted with it.
Click Delete Account.

Deleting an account also deletes its opportunities, contacts, and support cases. This cannot be undone.