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Learn all about the accounts feature.
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Accounts
Learn all about the accounts feature.
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Understanding Front accounts
Overview Accounts within Front represent the companies or organizations that your team works with. Each account contains contacts, which are typically the individual people that your team…
Helena Li
admin
Support Program Manager
Helena_Li
updated
9 days ago
4,856
Accounts
Salesforce accounts sync
Overview Front’s Salesforce sync feature allows you to automatically sync accounts from Salesforce into Front. After you’ve synced accounts into Front, your team will be able to:…
Karen Nguyen
moderator
Karen_Nguyen
updated
2 wk ago
576
Accounts
Accounts quickstart guide
Overview Accounts within Front represent the companies or organizations that your team works with. Each account contains contacts, which are the individual people that your team communicates within…
Helena Li
admin
Support Program Manager
Helena_Li
updated
9 days ago
975
1
Accounts
Use accounts in rules to automate conversations
Overview Accounts within Front represent the companies or organizations that your team works with. Each account contains contacts, which are typically the individual people that your team…
Helena Li
admin
Support Program Manager
Helena_Li
updated
2 mths ago
1,281
Accounts
Upload accounts with a CSV
Overview You can quickly import up to 3000 accounts at a time into Front using a CSV file. Accounts represent the clients or organizations that your team works with.…
Helena Li
admin
Support Program Manager
Helena_Li
updated
9 days ago
1,760
Accounts
Custom account fields
Overview Front allows you to add additional custom fields to accounts; such as Revenue, Account Manager, or Account Tier. These account custom fields will then be shown to users in Contact Details…
Helena Li
admin
Support Program Manager
Helena_Li
updated
8 mths ago
943
Accounts
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