CRM / Accounts
CRM Accounts
Accounts represent companies, clients, or partners in the CRM workspace. They centralize commercial context so teams can manage relationships and finance follow-up from one record.
| Area | What it captures | Why it matters |
|---|---|---|
| Company profile | Business name, segment, owner, and relationship status | Provides a single customer record for sales and operations |
| Commercial context | Deal stage, priority, notes, and account history | Helps teams understand pipeline momentum and risk |
| Finance readiness | Billing relationships, credit context, and linked workflows | Connects CRM activity to downstream revenue operations |
Common usage
Use account records to group all interactions for a customer or partner and keep key ownership information visible across teams.
- Assign an internal owner and track the current relationship stage.
- Attach notes that help finance and customer teams prepare for follow-up.
- Keep the account as the parent record for all related contacts.
Routing
This page is available at the nested documentation URL below and works with the current SPA navigation behavior.
- /docs/crm/accounts
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