Accounts group the people and deals that belong to the same company, so you see one business — its contacts, open and won deals, and the whole timeline — instead of scattered records.
How are accounts created?
Automatically. When a lead arrives with a business email, Finocket reads the domain and files the lead under that company’s account — creating it if it’s new, and naming it from the domain (“acme-corp.co.in” becomes “Acme Corp”). Personal addresses like Gmail or Yahoo never create a company.
What does an account show?
The account page carries the company’s GSTIN, state, industry and annual revenue, everyone you know there, its deals (open, won and lost), and a single newest-first timeline of activity across all of them — so a second enquiry from the same company lands with full context, not as a stranger.
Open AccountsYour companies, each with its people and dealsWho do I actually call?
Open an account and you’ll see People by role: the company’s contacts filed by what they do for you, not by what their business card says. Pick a role — compliance lead, safety officer, facility manager, quality, operations, legal, finance, purchase, HR, IT, admin, or reception — and outreach can target that role instead of the general line.
Seniority is a second, separate setting: owner, director, department head, manager or executive. A facilities head and a facilities executive are both reachable, but only one of them signs, so the roster puts the senior person first.
Mark one person as the primary for a role and that becomes the default for that role at that company. You can only have one primary per role, so there’s never a question of which safety officer we mean. Free-text job titles are untouched — they still show under the name.