Accounts

Accounts represent B2B companies that you do business with. Each account can have multiple contacts and opportunities linked to it, giving you a complete view of your relationship with that organization.

Viewing Accounts

Navigate to Accounts in the sidebar. The accounts table shows:

Column	Description
Name	Company name
Domain	Company website domain
Industry	Business sector
Status	Prospect, Customer, Churned, or Inactive
Employees	Employee count
Revenue	Annual revenue
Contacts	Number of linked contacts
Opportunities	Number of linked deals

Creating an Account

Click + New Account on the Accounts page.
Fill in the details:
- Name (required) — Company name
- Domain — Website domain (used for deduplication)
- Industry — Business sector
- Status — Prospect, Customer, Churned, or Inactive
Click Create.

Accounts are deduplicated by domain within your tenant. If an account with the same domain already exists, the create will fail with a warning.

Account Statuses

Status	Meaning
Prospect	Company you are targeting but has not purchased
Customer	Active paying customer
Churned	Former customer who has left
Inactive	Account is dormant or no longer being worked

HubSpot Account Sync

If you have HubSpot connected, you can sync company records:

On the Accounts page, click Sync from HubSpot.
ScendCore imports HubSpot companies as accounts.
Matching is done by domain to avoid duplicates.
Synced accounts show a HubSpot company ID for reference.

The sync is triggered manually. It does not run on a schedule.

Linked Data

Each account connects to:

Contacts — People at that company in your contact database
Opportunities — Deals associated with the company
Assigned Rep — The human rep owning the account relationship

Click on any account to see its linked contacts and opportunities.

Account Fields

Field	Type	Description
`name`	Text	Company name
`domain`	Text	Website domain (unique per tenant)
`industry`	Text	Business sector
`status`	Select	Prospect, Customer, Churned, Inactive
`employee_count`	Number	Number of employees
`annual_revenue`	Number	Annual revenue in dollars
`assigned_rep_id`	Reference	Human rep owner
`hubspot_company_id`	Text	HubSpot company ID (if synced)

Troubleshooting

Duplicate account error

Accounts are unique by domain within your tenant.
Search for the existing account by domain before creating a new one.

HubSpot sync not importing companies

Verify your HubSpot integration is connected in Settings > Integrations.
Check that the Private App token has crm.objects.companies.read scope.
Look for errors in the sync result message.

Contacts not linked to accounts

Contacts are linked to accounts via the account_id field.
You can assign a contact to an account from the contact detail page.