Accounts

An Account represents a company.

Accounts are foundational in SalesMonk because:

• Most buying decisions are company-driven

• Intent is often visible before a specific person is known

Accounts can be created from:

• Website visitor identification

• CRM sync

• Outbound imports

• AI Search results

Each account aggregates:

• All associated leads

• Website activity across visitors

• Signals and scoring

• Inbound and outbound engagement