Most accounts arrive in the CRM automatically — auto-enriched from an inbound email’s domain, or matched to an AICA call payload. But you’ll occasionally need to create one by hand.
Steps
- Go to
/accountsin the left rail. - Click New account.
- Fill in name, domain, and country.
- Fill any custom fields your tenant has enabled. Fields marked required must be filled before save.
- Save.
Domain matters
The domain field is how inbound emails get matched to the account — set it on creation, even if you only have one contact. The enrich-account agent uses the domain to fill firmographics.
Country and the AU constraint
v1 is single-region Australia. The signup flow rejects non-AU Platform tenants up-front, so you should never see a non-AU account in v1; the CRM asserts region === 'AU' at the write boundary. Multi-region lands in v2.