Accounts represent the businesses and organisations behind your contacts. Where a contact is a person, an account is the company they work for — a client, prospect, partner, or supplier. Every opportunity, contact, and piece of communication can be connected to an account, giving you a complete picture of your relationship with that organisation.
Access Accounts at https://app.trustpager.com/crm/accounts.
The Accounts List
The accounts list shows every organisation in your workspace. Search by name, email, phone, or website. The list displays each account's name, industry, and how many contacts and opportunities are linked to it — useful for spotting your most active relationships at a glance.
Creating an Account
Click New Account in the top-right corner of https://app.trustpager.com/crm/accounts. Fill in what you know — you don't need everything upfront. Core fields include:
- Name — the business or organisation name (required)
- Industry — sector or business type
- Website — their web address
- Email and phone — main contact details for the organisation
- Address — useful for service businesses or field sales teams
Custom fields configured in your CRM settings will also appear here, so you can capture anything specific to your business.
Account Detail Page
Click any account to open its detail page. You'll see:
- Left column: organisation details, industry, website, address, notes, and any custom fields.
- Right column: linked contacts (everyone who works at this company), open opportunities connected to this account, activity history, files, and documents.
This layout means you can see the full picture of a business relationship without jumping between screens.
Linking Contacts to an Account
A contact can be linked to an account to record their employer. From the contact's detail page, set their Employer field to the relevant account. Once linked, the contact appears under that account's Contacts tab, and the account appears in the contact's profile as their employer.
You can also link a contact to an account directly from the account detail page using the Add Contact button in the Contacts section.
Accounts and Opportunities
Opportunities can be associated with an account, which is useful when you're managing multiple opportunities with the same organisation. From any opportunity, you can set the linked account — and from the account detail page, all connected opportunities are visible in one place. This makes it easy to see the total value of your relationship with a business, not just a single deal.
Account Types
An account can be marked as a customer, a supplier, or both. This lets you use the same account record for an organisation you sell to and buy from — useful for businesses with dual relationships. Filter the accounts list by type to quickly see your customer base or supplier list.
Tip: Use the Industry field consistently across your accounts. Once your data is clean, you can filter accounts by industry, segment email campaigns, and build reports that compare performance across sectors.
