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View, organize, and manage all your company accounts in one place

Accounts overview

Learn how to enable Accounts to better organize companies in Reply

How do I enable Accounts?

Learn how to add or update accounts in bulk using a CSV file

Import accounts from CSV

Learn how to create a new account manually in Reply

Add accounts manually

Learn how to manage a specific account, its contacts, and activity

Single account page

Account stages

Learn how to filter accounts to quickly find the data you need

Account filters

Dasha Leshchenko

Tania

Comprehensive guide to managing accounts and company data in Reply

Accounts

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Create your workspace and invite the people you work with.

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{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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