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Contacts

Accounts Management

Manage company accounts and organizations in your CRM.

Beginner

/board/accounts

Overview

Accounts Management helps you track company accounts and organizations. Link contacts and deals to accounts for a complete view of your B2B relationships.

Account List View

View all accounts with company information, associated contacts, and deal values.

Accounts List

Accounts list with company details

Key Features

  • Company Profiles - Store detailed company information
  • Contact Linking - Associate contacts with accounts
  • Deal Tracking - See all deals per account
  • Account Hierarchy - Parent/child account relationships

Keep reading

  • Contacts - Lists

    Group contacts into named mailing lists — the audiences your campaigns send to.

  • Deals Management

    Track sales opportunities and deals through your pipeline.

  • Leads Management

    Track and manage your sales leads with list and kanban views, AI assistance, and pipeline management.

More ways to get help

These guides are the same ones that sit inside the app’s help center, next to the screens they describe. If you prefer to watch, the Marketing Titan Academy has short video courses recorded in the product. Signed in, you can also ask Darwin, the built-in assistant, to explain a screen or do the step for you. If something is not covered here, contact us and a person will answer.

Try it yourself

Every guide here describes the live product.

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