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Accounts gives each company your tables name a page of its own. Open Accounts to see who you know there and what you sent them.
The Accounts list on its All preset: each company with its website, its count of people, its count of tables, and when its newest row arrived.

The Accounts list, on All.

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Find an account

Nobody creates an account by hand. Each company a table names becomes one, matched by its website, a work email, or its LinkedIn page. One website is one account, however many tables name it. The list opens on With outreach: the accounts where someone was in a sequence or has an Inbox conversation. Click All to list every company, or type in Search accounts. Each tab shows its count. Each row shows the company’s Outreach, Industry, Owner, Employees, and Last touch. Click Filters to narrow the list.

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Act on several accounts

Tick accounts, then click Add to sequence, Find people, or Export.

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Read an account

An account has four tabs.
  • Overview: the facts your tables hold about the company, and each table’s rows on it.
  • People: everyone a table puts at the company, once each.
  • Activity: what went to those people by email and LinkedIn, and their replies.
  • Org chart: who reports to whom. See Org chart.
From the top of the page, click Add to sequence, Find more people, or Ask AI Assistant.

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Map an account on LinkedIn

Click Map on LinkedIn to find the account’s buying committee through a sender’s own LinkedIn. Pick the Sender, and paste the LinkedIn company page when no row gives it. The account reads where the map stands, then lists the people it found. Click Map again to retry one that failed. See Enrich through LinkedIn.

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Choose which tables feed Accounts

Click Sources on the Accounts list. Each table says Linked or Not linked, and why. Turn Feeds Accounts off to keep a table out. Pick a Company column when the one found is wrong, or when none was.

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Good to know

The company’s logo sits beside its name, found from its website. Outreach counts the people there who replied, bounced, or are in a sequence now. Industry and Employees match the account’s Overview.Owner is who owns the company’s record in your CRM. Last touch is when someone there was last reached, by a sequence or from your Inbox, or last wrote to you.The account touched most recently comes first. Click Employees to sort by size.
Click Filters, then pick any of these.
  • People: someone on a table, or nobody yet.
  • Outreach: replied, bounced, or in a sequence.
  • Industry and Size, as the Overview reads them.
  • Owner: who owns the company’s record in your CRM, or No owner.
  • Source table: a row on the tables you pick.
To take every account the list holds, tick a page, then click Select all.
  • Add to sequence: their people join a sequence that sends to their table.
  • Find people: Find leads opens with their websites.
  • Export: a CSV file of them.
The facts your company rows hold, such as Industry. Each fact is the newest value any company row holds, and names the table and column it came from. When most facts come from one row, a single From line above them names its table.Below the facts, each table holding rows on the account shows its rows. A people table shows its five most senior people, and View all 8 opens the rest on People.
Each person shows their title, with the seniority and department it names, and their role from the org chart. Their email shows what a Verify email column or a bounce says of it. You also see their sequences and when each was last contacted, on any channel.Click Person, Title, Seniority, Department, or Last contacted to sort by it. Click Filters to keep a seniority, a department, a title, a role, an email status, a table, or Duplicates.
What went to the account’s people by email and LinkedIn, and what they did: their replies and accepted connection requests.
Everyone on the account. Pick a Seniority or a Department to keep only those people. You can also make a new sequence for them alone, which starts with 1,000 people at most.
Before the table goes, Oneprofile says how many people leave and from which accounts. The table itself is not touched.Turn Feeds Accounts back on, and its rows come back with the roles and lines you set.
With six or more tables, type in Search tables to find one by its name. Each table’s Company column, Manager column, and the columns it is read through sit under Columns. A table waiting on a Company column opens on it.
Its logo isn’t found yet, or it has none. Logos are found from each account’s website shortly after you open Accounts, and checked again every few months. An account with no website keeps the building.
Yes. Click ⋯ at the end of its row for Add to sequence, Find people, Export, or Merge…. For one account, Find people also brings the job titles its people hold.
Switch to All, since With outreach shows only the accounts you’ve already contacted. Then click Filters and pick Has people under People. Only the accounts with someone on a table stay.Unknown under Size keeps the accounts with no headcount.
Their panel opens over the People tab or the Org chart. It shows their email and what is known of it, when they were last contacted, their role, their sequences, and the rows they come from.Click Edit to change their manager or role, or Add to sequence. Click Close to go back to the tab as you left it.
People are one person when their rows share a work email or a LinkedIn profile. A merge often leaves the same person under two addresses. They show twice, flagged Possible duplicate.Give both rows the same LinkedIn profile on their tables, and they become one. Pick Duplicates under Filters to find them all. Before a merge, the dialog names who it would likely list twice.When two people share a name, each shows their email or LinkedIn profile beside it. Two people with LinkedIn profiles of their own are never flagged as each other’s duplicate.
While Accounts reads your tables, a note at the top of the list says how many tables are left. It also counts the accounts found so far. The list fills in on its own until the note goes away.
A table feeds Accounts only when one of its columns names a company: a website, a work email, or a LinkedIn company page. Open Sources to see why a table is Not linked, then pick its Company column.A linked table also says which of its rows stay off, and what they lack. It reads like “368 of 369 rows on 1 account · 1 has only a personal email”. A Gmail address or a company name alone gives Accounts nothing to match.Click the words to open the first such row, then give it a work email or a company website. The Accounts badge beside a table’s name says how many rows are not on Accounts, with the same links.
When a table imported from your CRM holds the company, the line under its name shows the record’s owner and a link to the record. On that table’s card, click the open icon beside a row to open its record in the CRM.
From the company’s own record in a CRM table: the owner the CRM gives that record. Owners come from Salesforce, and from Pipedrive when it is connected with an API token.People’s records never set the account’s owner. An owner the CRM gives no name for counts as No owner.When two CRM tables hold the company, the table that imported first wins. A record given a new owner shows them after the table’s next import. A renamed owner’s new name shows within a day, after the next import.
It says who owns the company in your CRM, with a link to its record. It says who wrote back last and when, and how many people are in a sequence now. It also names the roles reps gave people on the org chart, such as Budget holder and Champion.Click a name to open that person. With the account open, the AI Assistant’s suggestions are about that company. They never ask you to find a role someone already holds.
Where no company row of its own gives a fact, the company columns of its people rows fill it: Industry and Company size, for example. A column such as Location on a person’s row is where the person is, so it is never read.Click Research this company to look the company up on Find leads. Add it to a table, and its company row fills the rest.
A company by its name or website, or by the name of a person who works there. It also finds another name a row gives the company, and the website of an account merged into it.Rows are searched for 3 characters or more. A company found that way says why under its name, such as “Person: Dylan Field” or “Merged in: juniperhaul.com”.
It opens a people search on Find leads at every website the account answers to, including each website merged into it. The job titles are up to ten roles your Business context names. With no roles there, they are the five most common titles of the people already on the account.Nothing runs until you search. A link above the filters, such as Back to Stripe account, returns you to the account.
A conversation in your Inbox, a task, an entry on Activity, and a contact in a sequence each link to the person’s company account.The Accounts badge beside a table’s name opens its one account, or the list of its accounts.
Yes. Open the account, click ⋯ at the top, then Merge…. Pick Into another account or Pull another account in, then pick the account.Likely duplicates come first: the same LinkedIn page, the same name, or the same domain name under another ending.Before you click Merge, the dialog says what moves and whose name the account keeps. The account it joins keeps its own name and facts where it has them, and the other account fills the rest. A value pinned on the account it joins wins over both.Join the account with the website, not one known only by its LinkedIn page, or the website is lost. Nothing in your tables changes.The account’s page lists each account merged in, who merged it, and when. Click Unmerge beside one to split them again. A link to a merged account opens the account it joined, and says so.
Yes. A website under a company’s domain, such as eu.bramblefreight.com under bramblefreight.com, starts as part of that company’s account. Open the account, click ⋯ at the top, then Split out…, and pick the website.It gets an account of its own, with every website under it. The people’s roles and pins go with them, and a person with rows on both accounts keeps their role on both. Rows read later from that website are added there too.While Accounts is reading your tables again, Split out… waits until it has finished.Both accounts say what was split, who split it, and when. Click Fold back in to undo it. Nothing in your tables changes either way.
The newest value shows. The others are listed under Sources disagree, newest first, each with its table.Click Use this beside a value, or Keep this beside the one shown, to pin it. The fact then shows that row’s value, even after other rows change, and says who pinned it. Click Use newest to unpin it.A pinned Name also names the account in the list and at the top of its page. If the pinned row is deleted or leaves the account, the fact says so and shows the newest value again. Then click Clear pin.
No. Accounts reads only what is already in your tables. The one AI step, drafting an org chart, is free, with an allowance per workspace in any 24 hours.
A change in Sources reads the table again. The list fills in on its own when the reading is done.
No. A person stays on the account while a table puts them there.

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Next steps

Org chart

See who reports to whom, and choose the budget holder.

Choose the audience

Pick who a sequence writes to.