CRM Accounts

The list of every business account in your IC's CRM — search, filter, and manage the organizations you track outside individual portfolio ventures.

What it is

Your account list — every organization your IC's CRM tracks: corporate partners, sponsors, service providers, or any B2B/B2C relationship your program manages, independent of the venture portfolio.

Finding an account

Search by name (kicks in after 2 characters), or filter by status (Active, Inactive, Churned), type (B2B, B2C), segment (free text), or owner. On mobile, filters collapse into a single button that opens a bottom sheet — same fields, just out of the way until you need them.

The list

Each row: account name (links to its detail page), type and status badges, segment, owner avatar, count of open deals, and creation date. New Account opens a form to add one; the action menu on each row offers Edit and Delete, both permission-gated.

Deleting an account

Delete is blocked with a clear reason if the account has active subscriptions or child accounts — cancel subscriptions or reassign children first. This is a safeguard, not a bug: it stops you from silently orphaning subscription billing or a sub-account hierarchy.

Permissions in practice

What you can do here maps directly to your CRM role: viewing the list needs contact-view access; New Account and the account form need create access; Edit and Delete need edit/delete access respectively, each shown or hidden based on your specific permissions rather than an all-or-nothing toggle.

How it fits your workflow

This is where you start when you need to find or add the organization behind a deal, before drilling into Account Detail for the full relationship — contacts, deals, subscriptions, and activity history all live one click deeper. The open-deals column is a quick read on which accounts are actually active right now, without opening each one.

Getting started

Search for an existing account before creating a new one — duplicate accounts split your deal and subscription history across two records instead of one. If you're not sure an account exists yet, search first; the account-not-found empty state offers to create one for you in the same place.