Accounts

Accounts Tab Main Page
Accounts Tab Main Page

Accounts are typically one of two kinds of records. Often they are a lead which has been converted to a prospect, or they already an existing customer (in many organizations, converted leads are referred to as “prospects”; we will use the general term “Accounts”). Accounts are monitored using an account type, designating the type of account and its current status.

The best way to understand an account in InsideSales.com is to think of them like a bank account, which stores a file of information about usage and activity. For example, bank accounts can be for businesses (ABC Company checking account), or for individuals (the Robert A. Smith checking account). Account files are the primary link between the Contacts and Deals sections of the system.

All original activity history captured while the account was still a lead remains with the account file. All activity after conversion will relate or link in some way to the account record. All deals, contacts, activities, and cases will either directly or indirectly link to the account file. After conversion, most users find that the Accounts tab becomes their primary “jumping off” point for all activities going forward.

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