Add accounts (companies)
Record the companies behind your contacts so you can see how many contacts each one has.
Where to find it
Settings › CRM setup
Open this screen
Steps
- Open Settings › CRM setup.
- Under Accounts, type the Name, and optionally the Industry, Country and Website.
- Press Add. The table shows each account with its Contacts linked.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Name | The company name; contacts with the same company name are linked to it. | — |
| Industry, Country, Website | Optional details. | — |
Troubleshooting
"An account needs a name"
Type a Name before pressing Add.
Tips
- The Contacts linked count is what is actually linked by company name, not what was intended.
Good to know
- Accounts are matched to contacts by company name only.