Accounts Overview

The Accounts module manages organizations — the companies, businesses, and entities your team works with. While Contacts represent individual people, Accounts represent the organizations those people belong to.

What are Accounts?

An account is a record representing an organization in Intellicon CRM. Accounts can be your customers, prospects, partners, vendors, or any other type of organization relevant to your business.

Accounts serve as a hub connecting contacts, leads, opportunities, invoices, and projects that relate to the same organization.

B2B vs B2C Classification

Every account is classified as one of:

• B2B (Business-to-Business) — the account is a business you sell to or partner with
• B2C (Business-to-Consumer) — the account represents an individual consumer or household

This classification affects how the account is displayed and filtered throughout the platform. A classification badge appears on account cards and detail pages.

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The classification is set when creating the account and can be changed later by editing the account. Use B2B for corporate clients and B2C for individual consumers.

Account Types

Accounts can be further categorized by type:

Type	Description
Customer	An organization that has purchased from you
Prospect	A potential customer you are actively pursuing
Partner	A business partner or reseller
Other	Any other type of organization

Account types are displayed as badges on the account list and detail pages, making it easy to identify the nature of each relationship at a glance.

Account Fields

Standard account fields include:

Field	Description
Account Name	The organization's name
Website	Company website URL
Industry	Business sector (Technology, Healthcare, Finance, etc.)
Annual Revenue	Estimated yearly revenue
Employee Count	Number of employees
Phone	Main phone number
Email	General email address
Billing Address	Street, city, state, zip, country
Shipping Address	Separate shipping address if applicable
Description	Free-text notes about the organization
Classification	B2B or B2C
Account Type	Customer, Prospect, Partner, or Other
Owner	The CRM user responsible for this account
Parent Account	The parent organization (for subsidiaries)

Your administrator may also configure custom fields specific to your business needs.

Parent-Child Account Hierarchy

Intellicon CRM supports hierarchical account structures through parent-child relationships. This is useful for:

• Corporate groups — a parent company with multiple subsidiaries
• Divisions — regional offices or business units under a main entity
• Franchise networks — a franchisor with individual franchise locations

To set up a hierarchy:

• When creating or editing an account, select a Parent Account from the dropdown.
• The child account appears under its parent in the hierarchy.
• The parent account's detail page shows all its Children in a dedicated tab.

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Use account hierarchies to understand the full scope of a corporate relationship. When viewing a parent account, you can see the combined contacts, opportunities, and revenue across all child accounts.

For instructions on creating and managing accounts, see Managing Accounts. For the detail page, see Account Detail Page.