Account Detail Page

The account detail page provides a comprehensive view of an organization and all its related data. It is the central hub for understanding the full scope of your relationship with a company or entity.

Account Detail Layout

The header section displays:

• Logo/Avatar — the account's logo or a placeholder with initials
• Account Name — displayed prominently
• Classification badge — B2B or B2C
• Account Type badge — Customer, Prospect, Partner, or Other
• Industry and Website — key organizational details
• Phone and Email — quick-access contact information
• Action buttons — Edit, Delete, and other actions

Tabs

The account detail page organizes related data into tabs:

Activity

A chronological timeline of all interactions with this account — emails, meetings, calls, stage changes on linked opportunities, and system events. See Activity Timeline.

Emails

All email threads associated with this account. You can view, reply to, and compose new emails from this tab.

Notes

Free-text notes added by team members about this account. Useful for recording meeting summaries, strategic observations, and account plans. See Notes & Documents.

Documents

Files attached to this account — contracts, proposals, compliance documents, presentations, etc. See Notes & Documents.

Contacts

Lists all contacts (individuals) linked to this account. Each contact shows their role at the organization — Employee, Decision Maker, Technical Contact, etc.

From this tab you can:

• Link an existing contact — search for a contact and assign their role
• Quick create a new contact — add a new contact directly from this account

tip

Maintain accurate contact roles on accounts. This helps your sales team know exactly who to reach out to for technical discussions, billing questions, or executive buy-in.

Children (Sub-Accounts)

If this account is a parent organization, the Children tab lists all sub-accounts (subsidiaries, divisions, regional offices). Each child account links to its own detail page.

From this tab you can:

• View child accounts and their types, industries, and key details
• Navigate to any child by clicking its row
• Create a new child account that is automatically linked as a subsidiary

Tasks

Tasks related to this account — follow-ups, calls, meetings, and action items. You can create new tasks directly from this tab. See Tasks Overview.

History

A detailed audit log of every change made to the account record — field changes, old and new values, who made the change, and timestamps. Provides full traceability for compliance and review.

Linking Contacts to Accounts

To link a contact to this account:

1. Go to the Contacts tab on the account detail page.
2. Click Link Contact (or the "+" button).
3. Search for the contact by name or email.
4. Select the contact from the results.
5. Choose the contact's role at this account (Employee, Decision Maker, etc.).
6. Click Save.

note

A contact can be linked to multiple accounts, and an account can have many linked contacts. This accurately models real-world scenarios where people hold positions at multiple organizations or consultancies.

Parent/Child Hierarchy

To view or manage the hierarchy:

• Parent link — if this account has a parent, the parent account name appears in the header as a clickable link.
• Children tab — shows all immediate child accounts.
• Navigate up and down the hierarchy by clicking parent or child links.

Quick Create Contact from Account

When adding contacts from the account's Contacts tab:

1. If the person does not exist in the CRM yet, click Create New Contact.
2. A modal form opens with the account pre-filled.
3. Enter the contact's name, email, phone, and role.
4. Click Save.
5. The new contact is created and automatically linked to this account.