View Accounts

View Accounts

Applicable Roles
  1. ​All

Accounts store information about customers or individuals you do business with. Your accounts may come from an integrated CRM system, like Salesforce or Hubspot, or may be created natively in Skillibrium. Accounts help you keep track of details about the organizations you transact with (prospects) or have sold to (customers). 

My Accounts: Accounts created by you. 
All Accounts: Accounts created by other users in the organization. 

To view accounts created by you or other users in your organization, follow the steps below:
  1. Click EXECUTE on the menu bar and select Accounts.  



  2. Click either of the tabs - My Accounts or All Accounts.


               
The accounts related to the selected tab will appear in the table view. 



     
       
Filter the table view 

On the Accounts page, click the FILTERS button on the top right corner of the screen.


You can filter accounts in table view based on 
  1. Industry
  2. Type
  3. Size
  4. Opportunity
  5. Last Modified
                  

After applying the filters, the accounts table will be updated to display the filtered view.

    • Related Articles

    • Edit an account

      Applicable Roles All Skillibrium account owners can update an existing, non-integrated account by editing the accounts details page. Integrated accounts can only be edited in the CRM system (Salesforce, Hubspot, etc). To edit an account, you have two ...

    • Add contacts to an account

      Applicable Roles All Users can add contacts to an account including setting some of these contacts as favorites. Follow the steps below to add contacts to your account: Click EXECUTE in the menu bar and select Accounts. Select the account you want to ...

    • Delete an account

      Applicable Roles All You can delete a non-integrated account when no opportunities are associated to the account. Integrated accounts can only be modified in the source CRM system (Salesforce, Hubspot, etc). To delete an account, Only account owners ...

    • Create an non-integrated account

      Accounts represent businesses you are selling to or have sold to in the past. Account records in Skillibrium provide a place to store information about customers or individuals you do business with. Your accounts may come from an integrated CRM ...

    • View all Skillibrium opportunities

      Applicable Roles All Deals can take time to progress through the sales process; a user may have many active opportunities at a time. Skillibrium lets you view all your opportunities in one easy-to-read table view, allowing you to sort, filter, and ...