CRM glossary
What is an Account?
A company or organization record in a CRM, linked to the contacts who work there and the deals with it.
Definition
Account: A company or organization record in a CRM, linked to the contacts who work there and the deals with it.
Example
Coastal Health is one account with six contacts, two open deals and a support ticket, all visible on one page.
Why it matters
Account-level views show the full relationship, not just one person's thread.
Account in MagicWand
Book Builder infers accounts from email domains automatically.