How to Use Accounts to Organise Company Relationships in Vedain

Creating an Account

1. Click Accounts in the left sidebar.
2. Click + New Account.
3. Fill in the account details: Name (required), Industry, Website, Phone, Email, Billing Address, Shipping Address.
4. Click Save Account.

What the Account Detail Page Shows

Open any account to see a complete 360° view of your relationship with that company:

• •Company Info — Name, industry, website, address, custom fields.
• •Contacts — All people at this company linked in your CRM.
• •Deals — All active and closed deals associated with this account.
• •Emails — Full email history with any contact at this company.
• •Timeline — Activity history: notes, calls, status changes.
• •Invoices — All invoices raised for this account.
• •Tasks — Open tasks linked to this account.

Why Use Accounts?

• •When you have multiple contacts at the same company, accounts prevent duplicate data entry.
• •Account-level reports show total deal value, revenue, and activity per company.
• •Invoices are raised at the account level for clean billing records.
• •Quickly see if any team member is already talking to someone at a company before you reach out.

Linking Existing Contacts to an Account

Open a contact → edit → Account field → type the company name and select it. Or: open the Account → Contacts tab → Add Contact → select from existing contacts or create a new one.