Accounts
An account is a company or organization you sell to or support, and it holds every contact, deal, task, and note tied to that business.
An account is the central record in the Informly CRM. It represents a company you work with and groups everything you know about that company in one place — the people you talk to, the deals you're chasing, the tasks you owe them, and the history of every change.
Use accounts to keep team-wide context on each customer or prospect. If two teammates open the same account, they see the same data.
Create an account
Open the accounts list
Go to CRM → Accounts. The list shows every account in your organization that you have permission to see.
Click + New account
A side panel opens with the account form.
Fill in the details
Set the name, website, industry, size, and owner. The owner is the teammate responsible for the account. You can edit any of these later.
Save
The new account appears in the list and opens to its detail page.
What an account record holds
Each account stores the following:
| Group | Fields |
|---|---|
| Profile | Name, website, industry, size, owner. |
| Related | Contacts, deals, tasks, notes. |
| History | Activity log of every change. |
You can also attach custom fields if you need to track data that's specific to your business.
Contacts inside an account
Contacts are the people inside the account — the buyer, the champion, the technical lead. Open an account, switch to the Contacts tab, and add a contact directly to that account. A contact always belongs to one account.
Need to track a person who isn't tied to a company yet? Create a placeholder account for them and move the contact later. There's no standalone-contact record.
Bulk operations
Select rows in the accounts list to act on many records at once. From the bulk-action bar you can:
- Assign or change the owner
- Add or remove tags
- Delete selected accounts
- Export selected accounts to CSV
The bulk-action bar appears as soon as you select your first row.
Tips
- Use saved views to keep filters like "my accounts with open deals" one click away.
- The activity log on each account is a great audit trail when something looks off — it shows who changed what and when.
What's next
CRM overview
The Informly CRM keeps your accounts, deals, contacts, and follow-ups in one place so your sales and success teams work from the same data as your support team.
Deals
A deal is a revenue opportunity tied to one account, and the deals board shows you exactly where every opportunity sits in your pipeline.