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All accounts page showing a grid of customer cards with industry tags, lifecycle stages, and status badges, plus summary counters for total, active, pending, and inactive customers.

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Why you’re here

Accounts is the structured view of each relationship — every customer, their lifecycle stage, their health, in one grid. Before a key meeting you review stakeholders, roles, influence, current initiatives, and overall relationship status in one place instead of navigating between CRM and docs. That saves 1–2 hours per account prep, improves team coordination on a shared view, and surfaces renewal and expansion opportunities based on engagement signals. Open this when you need to answer “how’s the book doing?”, find a specific customer fast, or scan which accounts are still in Discover versus already in Growth. You don’t search for account information — you understand the relationship right away.

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What it is

All accounts is the portfolio home for every customer organization in your workspace. The page opens on a grid of customer cards, each tagged with an industry, a lifecycle stage (Discover, Consider, Evaluate, Growth), and a status. Four counters at the top summarize the portfolio: total, active, pending, and inactive.

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When to use it

  • Scan the full portfolio when preparing an executive review or QBR.
  • Filter the list by industry to build a vertical-specific account plan.
  • Filter by stage to see which customers are still in Discover versus already in Growth.
  • Find a specific customer quickly with the search box before jumping into their workspace.
  • Add a new customer with the Add Customer button when a deal closes or a new engagement begins.

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What you’ll see

  • A header titled Accounts with the subtitle “Manage your accounts, relationships, and engagements” and an Add Customer button on the right.
  • Four summary tiles: Total, Active, Pending, and Inactive, each with a live count.
  • A search input labelled “Search customers…” plus two dropdowns: All Industries and All Stages.
  • A card grid where each customer card shows an industry tag, an active/inactive status, the customer name, a stage pill, the primary domain, and a city.
  • A coloured accent bar on the left of each card to help you scan by customer.

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Adding a customer

Add New Customer dialog with fields for Company Name, Industry, Website, Location, and Description.

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Why you’d add one

A customer is the root record in Accounts — everything else (projects, stakeholders, roadmap items, partnership context) hangs off it. Adding one sets up the container that collects engagement data over time, so the sooner you add a customer the sooner context starts accumulating against their record.

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How to add one

1

Open the dialog

From /accounts/all-accounts, click Add Customer in the top right.
2

Fill in the details

  • Company Name (required) — the customer’s legal or trading name.
  • Industry — pick from the dropdown so portfolio filters and reporting work.
  • Website — the customer’s primary domain, used as a display hint on the card.
  • Location — the city or region you treat as their home base.
  • Description — a short line of context so anyone opening the record knows who they are.
3

Save

Click Create Customer. The new customer appears as a card in the grid.

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What happens after

Once the record exists, you can attach projects, stakeholders, roadmap items, and partnership details to it. The customer also starts counting toward the Total and Active tiles at the top of the page.

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Next

Projects

Open the engagements running inside each customer account.

Stakeholders

Review the people you’re working with across these customers.