People → Accounts page allows you to not only view and manage the existing accounts but also create new ones. Accounts are groups of contacts who are registered under the same domain or who are members of the same company, or organization.
To create an account manually, follow these steps:
Open People → Accounts page.
Click on the New account button → select the Create manually option.
Fill out all the information in the account profile tab → click Save.
Description of all fields in account creation form:
Field | Description |
Domain name | The main domain that is used by company members as part of their email addresses. For example, @reply.io. |
Account name | The name of a company. |
Domain secondary | The additional domain that is used by company members as part of their email addresses. |
Description | Any notes or important information that relates to the account. |
The company's email address. | |
Phone number | The company's phone number. |
Industry | The industry in which the company is based. |
Company size | Possible values of company size: Empty, Self-Employed, 2-10, 11-50, 51-200, 201-500, 501-1000, 1001-5000. |
LinkedIn profile | The company's LinkedIn profile. |
Twitter profile | The company's Twitter profile. |
Country | The country the account belongs to. |
State | The state the account belongs to. |
City | The city the account belongs to. |
Time Zone | The time zone the account belongs to. |
You can add a few fields and continue adding more details later. However, it is advisable to add:
Account Domain Name
Account Name
Description
Once you start filling in a certain field, and there is a match in our database with the entered data, the Reply will prefill the fields with existing data. You can just keep it, or edit it if needed.
Please note. Aside from manual creation, you can import multiple accounts at once with a CSV file.