The Account list
Updated over a week ago

The Accounts section lets you manage your client and prospect accounts.

The search bar at the top lets you quickly search for clients and/or prospects by name or email address. The search will return the 5 most relevant results. If you wish to load more results, simply press enter and the results will be loaded in the main list.

You can also filter your accounts by pipeline stage. The “show only” menu to the right of the search will let you select a pipeline stage and load only the clients and/or prospects that are currently in that stage.

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