By default, the Account field shows the company, organization, or entity your contacts belong to. When it's filled in, you can also store additional details like company size and industry.
To manage company-level data more effectively, you can enable the Accounts feature. Once enabled, Reply will automatically create accounts and migrate existing prospect data.
Here's how to do it:
Go to the People page.
Open the Accounts tab.
Click Enable Accounts.
Confirm the changes.
That's it – Accounts will now be enabled in your workspace.
💡 Note: Once Accounts are enabled, the Company size and Industry fields can no longer be edited directly in contacts. These fields are managed only from the Accounts tab.
If you need help or have any questions, you can always contact our Support team via chat or at [email protected].