The account list
Search by name or CVR, narrow by lifecycle, and show archived companies.
Who can do thisCRM UserCRM Administrator
Accounts lists every company in the customer master this workspace can see, including companies created in Helpdesk or AMS.
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CRM / AccountsSL
Sofie Lund
CRM User
CRM
Accounts
Every company in the customer master this workspace can see.
Import from a fileNew account
CompanyIndustryLifecycleOwner
HBHavbro Byg ApSCVR 23456789 · info@havbro.exampleConstructionProspect8f2c41d0-5b7e
FLFjordvind Logistik A/SCVR 12345678 · kontakt@fjordvind.exampleTransportActive8f2c41d0-5b7e
KEKystlys Elektro ApSCVR 45678901 · post@kystlys.exampleElectricalClosed8f2c41d0-5b7e
LTLindegaard TandklinikCVR 34567890 · klinik@lindegaard.exampleHealthOnboarding8f2c41d0-5b7e
SBSolbakke Bryggeri ApSCVR 56789012 · hej@solbakke.exampleFood and drinkOffboarding8f2c41d0-5b7e
Load more
Find a company
- Type in Search by name or CVR. A name matches in part; a CVR matches exactly.
- Click lifecycle chips (Prospect, Onboarding, Active, Offboarding, Closed, Cancelled) to narrow the list.
- Turn on Include archived to show archived companies too. They carry the Archived chip.
- The list is Sorted by name. Click Load more at the bottom for the next rows.
TipThe lifecycle chips only narrow the rows loaded so far: "Lifecycle filters cover only the accounts loaded so far. Load more to widen them." If a company is missing, load more or search for it.
The columns
| Column | Shows |
|---|---|
| Company | Initials, the name as a link, the Archived chip if archived, and a line with the CVR and email. |
| Industry | Free text from the company. |
| Lifecycle | A chip. See Status chips and colours. |
| Owner | The account manager, shown as a user identifier rather than a name. |
What the list does not do
No total count is shown, the columns cannot be sorted, and there are no bulk actions or saved views. The buttons above the list are Import from a file (see Importing companies from a CSV file) and New account (see Creating a company).