Accounts overview
Accounts help you organize contacts by company and manage company-level information in Reply. On the People → Accounts
page, you can create and manage accounts, assign contacts to them, track activity, and perform bulk actions.
An account groups contacts that belong to the same company or organization (for example, Reply or Salesforce). Each
account can include multiple contacts, making it easier to see all interactions with a company in one place and choose
the right person to reach out to.
Content:
1. Creating accounts and assigning contacts
2. Accounts page layout
- Account sidebar
3. Actions with accounts
- Move accounts to a list
- Remove an account from a list
- Change owner
- Set stage
- Duplicate an account
- Export accounts to CSV
- Delete an account
4. Manage account lists
Creating accounts and assigning contacts
You can create accounts in two ways – manually or by importing multiple accounts via CSV – and then assign contacts to
them so you always know which people belong to which company.
To assign contacts to accounts individually:
1. While creating or editing a contact, open their profile.
2. Click the Account field and select the account from the dropdown.
3. If the account doesn't exist yet, click + New Account, create it, then select it from the dropdown.
To assign contacts in bulk:
1. Go to the People page.
2. Select the contacts you want to assign.
3. Click Move to account and choose the account you need.
💡One contact can only be in one account at a time.
Accounts page layout
The Accounts page is organized into several sections to help you find information quickly and take necessary action.
Here's what you'll see on the page:
1. Filters – Use filters to quickly find accounts based on owner, stage, sequences, activity, and other criteria. For
more details, see the Account filters article.
2. Main grid – This is the core area of the page. The grid includes columns such as Account Name, # of contacts,
Domain, Country, City, Company Size, Sequences, Stage, Industry, Owner, and Last Activity Date. Newly created
accounts appear at the top by default. You can sort any column in ascending or descending order by clicking its
header.
3. Account lists – Use lists to organize larger groups of accounts, for example, by industry or region. You can create
new lists, edit or delete existing ones, and move accounts between them.
4. New account button – Click this button to create a new account manually or import multiple accounts using a CSV
file.
5. Search field – Use the search field to quickly find a specific account by name.
You can also customize the view by clicking the ⚙️ icon: drag and drop columns to change their order, hide the ones you
don't need, or unhide them later at any time.
Account sidebar
On the People → Accounts page, click on any account name to open the account sidebar on the right side of the screen.
The sidebar gives you a detailed view of the account and lets you quickly take necessary action. You can review account
information, edit details, and manage related contacts.
Here's what you'll find in the sidebar:
| Sidebar element | Description | | --- | --- | | 1. Quick actions | Manage different actions with accounts: Move to
list, Set stage, Duplicate, or Delete. | | 2. Contacts count | Shows how many contacts belong to the account. Click to
see a list of contacts with detailed information. | | 3. Last activity date | The most recent time you or your team
interacted with this account. | | 4. Company location | Registered country, state, and city of the account. | | 5. Phone
number | The company's main phone number. | | 6. Social media icons | Quick access to the company's profiles on LinkedIn
and Twitter. | | 7. Account stage | Shows the current stage of the account in your sales process. Account stages
represent the phases your team goes through with an account – from initial contact to deal closure. Common stages
include New, Qualified, Negotiating, Meeting Booked, On Hold, Closed-Won, and more. | | 8. Detailed account information
| - Domain name- Account name- Domain secondary- Description- Email- Phone- Industry- Company Size- LinkedIn profile-
Twitter profile- Country- State- City- Owner- Time Zone |
If you click on an account in the grid, you can open its individual account page, where you can review contacts,
activity, logs, and notes.
Actions with accounts
You can manage accounts individually or in bulk.
Available actions include:
- Move accounts to a list
- Remove accounts from a list
- Change owner
- Set stage
- Duplicate an account
- Export accounts to CSV
- Delete an account
Just select the checkbox next to the account(s) you want to act on, or click All at the top of the grid to select
everything.
Move accounts to a list
To move accounts to a list (you can move multiple accounts to multiple lists at once):
1. Select the account(s) in the main grid.
2. Click the Move to list icon.
3. Pick the list(s) you want and click Apply.
4. Choose an option:
- Add to list(s) – keeps the accounts in their current lists as well
- Move to list(s) – removes the accounts from their current lists
Remove an account from a list
To remove one or more accounts from a list:
1. Select the account(s) in the main grid.
2. Click the Move to list icon.
3. Leave all list checkboxes empty and click Apply.
4. In the pop-up, type REMOVE and click Remove to confirm.
Change owner
To assign an account to a different team member:
1. Select the account(s) in the main grid.
2. Click the Change owner icon.
3. Choose the team member you want to assign the account(s) to.
Set stage
To update the stage of one or more accounts:
1. Select the account(s) in the main grid.
2. Click the Set stage icon.
3. Choose the stage you want to assign.
4. To remove a stage, simply select None.
Duplicate an account
Duplicating an account creates a copy of an existing account with the same information, but without contacts. You can
add contacts to the duplicated account later.
To duplicate an account:
1. Click on the account to open it in the sidebar.
2. Click the Duplicate icon.
3. Edit any information if needed, then click Save.
By default, the duplicated account's name will include (Copy), but you can change it.
Export accounts to CSV
You can quickly export account data to a CSV file to create backups, share with others, or analyze your data.
To export accounts:
1. Select the accounts you want to export by checking their boxes, or select All on the current page.
2. Click the Export to CSV icon.
3. The file will be saved to your device, and you can open it to review your data.
Delete an account
To delete an account:
1. Check the box next to the account(s) in the main grid.
2. Click the Delete icon.
💡Important: Deleting an account will move its contacts to All contacts on the People page, and the activity will still
be visible in each contact's profile.
Manage account lists
Lists help you group accounts together – for example, by industry or any other attribute.
To create a list:
1. Go to the Lists panel on the right and click the + icon.
2. Enter a name for the list and click Create.
Now you can move accounts into this list!
To edit or delete the list, click on the three dots next to the list and select the necessary action.