Managing Accounts

The Accounts module helps you track companies, organizations, and business entities your team works with. Link people, deals, and activities to accounts for a complete view of every business relationship.

The Accounts Module

The built-in Accounts module comes pre-configured with essential fields:

Account Types, Stages, and Status

The Accounts module uses three fields to categorize and track accounts:

Type

Categorize accounts by their relationship to your business:

Stage

Track where accounts are in your sales or relationship lifecycle:

Status

Track the current health or state of the account:

Customizing These Fields

1. Go to Settings > Modules > Accounts
2. Find the Type, Stage, or Status field
3. Add your own options (e.g., "Enterprise", "SMB", "Agency")

Account Record Layout

Overview Tab

The main view displays:

• Company information and logo
• Key metrics (revenue, size, industry)
• Account owner and team
• Quick action buttons

People Tab

See everyone associated with the account:

• Primary contacts
• Decision makers
• All linked people
• Add new people directly

Deals Tab

Track revenue opportunities:

• Open deals and their stages
• Won/lost history
• Total deal value
• Pipeline forecasting

Activity Timeline

Complete interaction history:

• Emails sent and received
• Meetings and calls logged
• Notes and comments
• Field changes
• Task completions

Documents Tab

Files and attachments:

• Contracts and agreements
• Proposals and quotes
• Meeting notes
• Any uploaded files

Creating Accounts

Quick Create

1. Click + New in the Accounts module
2. Enter the account name
3. Add key details (domain, industry, type)
4. Click Save

From Email Domain

When you add a person, Coherence can auto-create the account:

1. Create a new person
2. Enter their email address
3. Click Create Account from Domain
4. Account is created with domain pre-filled

From Import

Bulk import accounts:

1. Go to Accounts > Import
2. Upload your CSV or Excel file
3. Map columns to fields
4. Review duplicates and import

Account Hierarchy

Parent-Child Relationships

Model complex corporate structures:

• Parent Account: Holding company or headquarters
• Child Accounts: Subsidiaries, divisions, or locations

Setting up hierarchy:

1. Open a child account
2. Find the Parent Account field
3. Link to the parent company

Viewing Hierarchy

• See parent/child relationships on the account page
• Roll up metrics from child accounts
• Navigate between related accounts

Account Enrichment

Automatic Data Enhancement

Coherence can enrich account data from public sources:

• Company logo
• Industry classification
• Employee count
• Social profiles
• Technologies used

Manual Research

Add context from your research:

• Custom notes
• Competitor analysis
• Market position
• Key initiatives

Account Views

Table View

Spreadsheet-style for:

• Bulk editing
• Sorting by any field
• Exporting data

Kanban View

Organize by type or stage:

• Visual pipeline
• Drag to update status
• Quick filters

Map View

Geographic visualization:

• Plot accounts by location
• Territory planning
• Regional analysis

Searching Accounts

Quick Search

Press Cmd+K (or Ctrl+K) and type:

• Account name
• Domain
• Industry keywords

Advanced Filters

Build powerful queries:

Type = Customer
AND Industry = Technology
AND Annual Revenue > $1M
AND Owner = Me

Save as a view for repeated use.

Account Metrics

Built-in Analytics

Track key account metrics:

Custom Rollups

Create your own metrics:

1. Add a rollup field to Accounts
2. Select the related module (Deals, Tasks, etc.)
3. Choose the aggregation (Sum, Count, Average)

Best Practices

Maintain Data Quality

• Standardize naming conventions
• Merge duplicate accounts
• Keep domains accurate for email linking

Assign Clear Ownership

• Every account should have an owner
• Use teams for collaborative accounts
• Set up ownership transfer workflows

Link Everything

Connect all related records:

• People working at the account
• Deals in progress
• Tasks and follow-ups
• Documents and notes

Review Regularly

• Audit account types quarterly
• Update stale information
• Archive inactive accounts

Related: Managing People | Managing Deals | Import Guide