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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 Liadmin
- 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 Nguyenmoderator
- 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 Liadmin
- 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 Liadmin
- 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 Liadmin
- 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 Liadmin
- Support Program Manager
- Helena_Li
- updated 8 mths ago
- 943
- Accounts

Accounts

Understanding Front accounts

Salesforce accounts sync

Accounts quickstart guide

Use accounts in rules to automate conversations

Upload accounts with a CSV

Custom account fields

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