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How do I enable Accounts?
How do I enable Accounts?

Learn how to enable Accounts to start arranging the companies better

Reply Team avatar
Written by Reply Team
Updated over a week ago

By default, the Account field shows the company, organization, or entity the contacts belong to. When you fill out the Account field, you can add details like company size and industry.

To manage company information for your contacts better, you can enable Accounts. Once you turn the feature on, we will migrate the prospects' data and create accounts. Here is how you can do it πŸ‘‡

  1. Go to the People page;

  2. Choose the Accounts tab;

  3. Click the Enable Accounts button:

  4. Confirm the changes and done!

πŸ’‘ Important: Once you enable accounts in Reply, the Account company size and Account industry fields become uneditable. You can only edit this information in the Accounts tab.

This is it! If you have any questions left or need help, you can always reach out to our Support team in chats or at support@reply.io.

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