Accounts

An Account represents an organization, commonly a company.

Every lead and contact in Paminga is tied to an Account.

An Account name is set by the value placed in the Company field. If a Contact is not assigned a Company name, a default value of “-” will be applied.

If a Contact is assigned a company name that does not match an existing account in Paminga, a new account will be created.

Important Notes

• Accounts in Paminga represent groups of contacts, typically companies
• Contacts are assigned to accounts based on the value in the “Company Field”
• All Contacts are part of an account
• “-” is a valid Account name. It can be used to satisfy the “must be part of an Account” requirement if the account name is unimportant
• You may create an unlimited number of Account Custom Fields if you like, just as you can do with Contacts
• You may Segment on the values of any Account field (standard or custom) just as you can with Contact fields
• When uploading a CSV file, if for any contact, you set the value of Account/Company to “-“, the contact will be set with this value for the account