What are Accounts?

Accounts contain basic records of customers. An account can have one or more contacts and are owned by an individual user, a team of users, or everyone. Access to accounts and account-related information is based on the account type and the authorization you are granted.

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

These 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 selecting an account separately. See What are Groups?
• Use the Associations tab to create or note relationships between accounts.