Accounts group the people and deals that belong to the same company, so you see one business — its contacts, open and won deals, and the whole timeline — instead of scattered records.
How are accounts created?
Automatically. When a lead arrives with a business email, Finocket reads the domain and files the lead under that company’s account — creating it if it’s new, and naming it from the domain (“acme-corp.co.in” becomes “Acme Corp”). Personal addresses like Gmail or Yahoo never create a company.
What does an account show?
The account page carries the company’s GSTIN, state, industry and annual revenue, everyone you know there, its deals (open, won and lost), and a single newest-first timeline of activity across all of them — so a second enquiry from the same company lands with full context, not as a stranger.
Open AccountsYour companies, each with its people and deals