An account is a container for any number of contacts. Accounts distinguish private contacts (B2C) from business contacts (B2B):
- Private contacts are collected in an already existing Private account, that means you never need to create an account for your private contacts. To read more about private contacts, click here.
- Business contacts, however, require an account, which represents the company the contacts work for. An account does no more than display the general contact information of a company, acting as container for all business contacts of said company.
When you create a new contact, and you tick the ‘Is it a business contact?’ checkbox, a mandatory account field will be added. If you want to connect your new Contact to an existing Account, you can type in the Account name and choose from a drop-down list. If the needed Account doesn’t exist yet, you can create it right here by typing in the name and clicking .
You can read more about how to create, edit and delete accounts here.