What are Accounts?

Accounts are the customers. An account can contain one or many contacts and are owned by an individual user, a team of users, or everyone. Access to accounts and account-related information depends on the account type and your access rights.

You can view account information either on a Contact or Opportunity tab, in a list of query results on the Account list view, or the Account detail view.

Here are some of the features that are available to help you manage your accounts:

  • Create Groups to work with a subset of accounts. You can create groups based on specific sets of conditions, or by individually choosing accounts. See What are Groups?
  • Use the Associations tab to create or note relationships between accounts.