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:

  1. Open People → Accounts page.

  2. Click on the New account button select the Create manually option.

  3. 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.

Email

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.

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