Manage accounts

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Accounts are companies that you market and sell to. They can also be partner companies or suppliers. If using accounts, you'll usually also set up at least one contact for each.

To view, create, or edit an account, go to Marketing > Customers > Accounts. This path brings to you a standard list view, which you can use to search, sort, filter, create, and delete your accounts. Open any account to view its details.

Having access to your accounts allows users to market and segment their customers based on their account's firmographic information.

For more information, see Use accounts to manage customer companies.