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accounts

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 2 mths ago
- 6,535
- 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 1 mth ago
- 2,245
- 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 4 mths ago
- 1,853
- 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 2 mths ago
- 1,352
- 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 3 mths ago
- 1,269
- 1
- Accounts
Understanding custom fields
Overview Custom fields enable you to add more details to your resources that may be useful for your workflows, which are in addition to any default fields that Front already has.…
- Helena Liadmin
- Support Program Manager
- Helena_Li
- updated 2 mths ago
- 831
- Tags & Organization
[Customer Beta] Microsoft Dynamics 365 accounts sync
⚠️ This article may require final changes before being published to all customers. It is only accessible via direct link, so please do not share the link with non-approved customers.…
- Karen Nguyenmoderator
- Karen_Nguyen
- updated 4 days ago
- 13
- Customer Beta

accounts

Understanding Front accounts

Upload accounts with a CSV

Use accounts in rules to automate conversations

Custom account fields

Accounts quickstart guide

Understanding custom fields

[Customer Beta] Microsoft Dynamics 365 accounts sync

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