Accounts

Companies: the list, filters, the preview panel, adding an account, and the account record.

Overview

An account is a company or organization you work with, such as a customer, a prospect, a partner, or a vendor. Every contact belongs to one account.

Open the Accounts list

Click Accounts in the left menu.

### Columns

Column	What it shows
Name	The account name and logo. Click the name to open the account.
Parent	The parent account, if this account belongs to a bigger one.
Account type	For example Prospect, Customer, Partner, or Vendor.
Industry	The kind of business.
Owner	The photo (or first letter) of the Nexus user who owns the account. Hover to see the name. U means Unassigned.
Primary contact	The main person at the account.
Email	The primary contact's email.
Phone	The primary contact's phone.
Open deals	To follow: see Deals.
Last activity	The date of the latest activity.

Email and Phone in this list belong to the Primary contact, not to the account.

### Filter the list

Status above the table: All, Active, Inactive, or Archived. It starts at All.
Funnel icons on Account type, Industry, Owner, Open deals, and Last activity.
Last activity choices: This week, This month, Has activity, No activity.
A saved view named Customers shows accounts with Account type Customer.

See Find your way around for sorting, saved views, and clearing filters.

If the list is empty you see "No accounts yet." and an Add account button. If your filters hide every row you see "No accounts match your filters." and a Clear filters button.

### Preview an account

Click a row (not the name) to open a preview panel on the right. It shows Owner, Account type, Industry, Lead source, Primary contact, Parent account, Phone, Website, Status, Last activity, and the account's People.

Click Open account to open the full record. Click the same row again to close the panel.

Add an account

Click + in the top bar.
Click Account. The Add account panel opens.
Fill in the fields (see the table below). Only Name is required.
Click Add account. Click Cancel to close without saving.
Nexus opens the new account and asks Create a deal? Click No to skip. (Deals are to follow: see Deals.)

Field	What to enter	Example	Required?
Logo	Click Upload logo and pick an image.	acme-test-logo.png	No
Name	The company name.	Acme Sample Co (TEST)	Yes
Account Type	Pick from the list. Starts on the first type in the list.	Prospect	Yes (always has a value)
Industry	Pick from the list, or leave as —.	Professional Services	No
Lead source	How you found this account.	Referral	No
Parent account	Type part of a name, then pick the account this one belongs to.	Acme Holdings (TEST)	No
Owner	The Nexus user responsible. Starts as you.	(your name)	No
Phone	A 10-digit US phone number.	(555) 010-0100	No
Website	The company website.	https://example.com	No

Phone and website rules:

Phone must have 10 digits (a leading 1 is fine). Nexus saves it as (555) 010-0100. Otherwise you see "Enter a 10-digit US phone number."
Website must be a real web address like example.com. If you leave off https://, Nexus adds it.

The lists for Account Type, Industry, and Lead source come from Settings → Module settings. Only admins can change them.

The account record

The top shows the logo, the account name, and the Accounts breadcrumb.

Change the name: click the name, edit it, then click the check mark.
Change the logo: click the logo (hint: Upload logo) and pick an image.
Delete: click the red trash icon (Delete account), then Delete account again to confirm.

### Details

Click any value to edit it. Click the check mark to save or the X to cancel.

Field	What it is	Example
Owner	The Nexus user responsible for this account.	(your name)
Status	A drop-down: Active, Inactive, or Archived. Changes save as soon as you pick.	Active
Account type	Kind of relationship.	Customer
Industry	Kind of business.	Retail
Lead source	Where the account came from.	Website
Primary contact	Pick one of this account's contacts.	Jane Sample (TEST)
Parent account	The bigger account this one belongs to.	Acme Holdings (TEST)
Phone	10-digit US phone.	(555) 010-0100
Website	Web address. Click it to open the site in a new tab.	https://example.com

### Shipping address and Billing address

Each card has Street, City, State, ZIP, and Country. State starts on Ohio and Country on US. Click a value to change it.

The Billing address card also has Billing contact. Pick one of the account's active contacts, or None.

Field	What to enter	Example	Required?
Street	Street address.	123 Test Street	No
City	City.	Sampletown	No
State	Pick a US state.	Ohio	No
ZIP	ZIP code.	00000	No
Country	Country.	US	No
Billing contact	A contact at this account who gets bills.	Jane Sample (TEST)	No

### Right side of the record

Lower part of the account record: Agreements, Notes, Activity

Card	What it holds
Deals	To follow: see Deals.
People	Active contacts at this account: Name, Title, Email, Mobile. Click a name to open the contact.
Meetings	Meetings on this account per month, Last 12 months. Shows "No meetings yet." when empty.
Files	Documents attached to the account. See Notes, tasks, meetings, and files.
Agreements	To follow: see Agreements.
Notes	Notes on this account. Click + (Add note) on the card to add one.
Activity	Everything logged on the account, newest first.

If the account is Inactive or Archived, its people show that status next to their names.

Status: Active, Inactive, Archived

Active accounts show everywhere.
Inactive and Archived accounts can't be picked when you add a new contact.
Only Active accounts appear under Last contacts on Home.

Who can do what

Admins can see, edit, and delete every account. Members follow Settings → Access: each action is set to All accounts or only accounts they Own. See Settings and users.