The account page explained
Every card and panel on a company page, from Company details to Activity.
Who can do thisCRM UserCRM Administrator
Click a company in the account list to open its page. It is where most work on a customer happens.
Juvaro
CRM
Operations
Dashboard
Leads
Accounts
Contacts
Pipeline
Quotes
Orders
Activities
Tasks
System
Management
CRM / AccountsHM
Henrik Moe
CRM Administrator
Back to accounts
Account
Fjordvind Logistik A/S
CallWriteEditFind duplicatesArchive
Active
Account details are edited on their own screen, and a contact on theirs. Every field of a record is saved together.
Company details
CVR12345678VAT numberDK12345678Emailkontakt@fjordvind.examplePhone+45 70 10 20 30Websitefjordvind.exampleRegistered inDKIndustryTransportSizeMediumCurrencyThe workspace billing defaultOriginCreated hereLast changed18 Oct 2026
Contacts
SKEditArchive
Signe KroghPrimaryConsent given
Head of IT · signe.krogh@fjordvind.example · +45 20 11 22 33
MTEditMake primaryArchive
Mads ThorsenVIPNo consent recorded
CFO · mads.thorsen@fjordvind.example
Add a contact
Relationship owner
Account manager 8f2c41d0-5b7e
Shown as the stored id: this release has no directory to resolve it to a name.
Parent account
This company is not linked to a parent account.
Billing address
Havnegade 14
8000 Aarhus C
DK
8000 Aarhus C
DK
Delivery address
No address recorded
DealsOpen a deal
DealStepValueWeightedExpected closeOutcome
Managed IT 2027Proposal 50%186,000.0093,000.0030 Nov 2026OpenDetails
Tasks
Send revised network diagram · Due 21 Oct 2026
Subscriptions
No subscriptions. One appears when the customer accepts a quote with a line that is not one-off.
Quotes
No quotes for this customer yet.
Activity
Add noteLog callLog meeting
The header
The company name, its lifecycle chip and, if archived, the Archived chip. The actions:
- Call and Write open your phone or mail program. They show only when the company has a phone number or an email.
- Edit opens the edit page. See Editing a company and its custom fields.
- Find duplicates, for CRM Administrators. See Finding and merging duplicate companies.
- Archive, or Restore on an archived company. See Archiving and restoring a company.
The two columns
| Card | Shows |
|---|---|
| Company details | CVR, VAT number, email, phone, website, registered in, industry, size, currency, origin, reference in the source system and last changed. |
| Contacts | The people at the company. See Contacts on a company. |
| Relationship owner | Account manager and owning team, shown as identifiers rather than names. They cannot be set in the app. |
| Parent account | The company this one sits under, if any. It cannot be set in the app. |
| Billing address, Delivery address | "No address recorded" when empty. |
| Custom fields | Only when the workspace defines fields. |
The panels below
- Deals: open and work deals. See Deals.
- Tasks: add a task for this customer. See Tasks.
- Subscriptions: what the customer pays for every period. See Subscriptions and ending one.
- Quotes: start a quote here. See Quotes.
- Activity: notes, calls and meetings. See Logging notes, calls and meetings.
"Account details are edited on their own screen, and a contact on theirs. Every field of a record is saved together."
Pages you may land on instead
- This account does not exist: the link is wrong, or the company is in another workspace.
- This company was merged into another record, with Open the surviving account. See What other products see when you merge or archive.