How accounts work
A quick look at Accounts: create an account, keep it free of duplicates with its website, and fill in its details right on the account page.
What you will learn
- Create an account
- Click New account. Only the name is required; tick Branch, Region or Also create an opportunity if you need them.
- Avoid duplicates
- The website is optional, but it helps PromptLab recognise the company so you don't add it twice.
- Edit in place
- On the account page, click a field to fill it in. Pick a value or type a new one, such as an industry, and it's added for you. There's no Save button.
Quick tours
5 lessonsApprox. 7 min
Your progress0%
Related articles
- AccountsKeep every company you sell to in one place, with its contacts, deals, emails, meetings and tasks together on one page.
- ContactsKeep the people you work with, linked to their accounts and deals, with your emails, calls, texts and meetings on their page.
- Deal ManagementManage accounts, opportunities, tasks, and pipeline health in one place — with AI-driven updates that eliminate manual data entry.