Accounts
The companies you sell to — firmographics, ICP scoring, territory, and hierarchy in one filterable list.
Accounts are the companies in your workspace. Every contact, opportunity, sequence enrollment, and consent record hangs off an account, so the list is the front door to most of your day-to-day CRM work.
The account list
The list at Accounts shows one row per company. Columns adapt to your screen width — on a phone the row collapses to a card with an Edit fields toggle, and on a wide screen you see the full set:
| Column | Field | Notes |
|---|---|---|
| Name | name | Company name with its domain underneath |
| Industry | industry | Sortable and filterable |
| Employees | employees_total | Headcount |
| Revenue | revenue_usd | Annual revenue |
| Owner | crm_owner | The rep who owns the account |
| Last activity | updated_at | Most recent change |
| ICP | icp_tier + icp_score | Tier badge with its numeric score |
You can edit Name, Industry, Employees, Revenue, and Owner inline — click a cell, type, and the change saves immediately. Pact uses concurrency tokens, so if a teammate edits the same account at the same moment you'll be prompted to refresh rather than silently overwriting their work.
Filtering and finding accounts
Three filters sit above the table:
- ICP tier — multi-select for Tier A, B, and C. Pact normalizes older "Tier 1/2/3" labels to the same tiers automatically.
- Stage — the CRM lifecycle stage: new, qualified, proposal, negotiation, won, or lost.
- My territory — limits the list to accounts in territories you belong to, including any child territories.
The search box matches on company name or domain. Filters and sort order are stored in the URL, so a filtered view is shareable — copy the link and a teammate sees the same slice.
Save a view
Filters, sorts, and search all live in the URL. Bookmark a link like "Tier A accounts in my territory" and it reopens exactly as you left it.
ICP tier and score
Each account carries an ICP score from 0–100 and a corresponding tier. The score is produced by enrichment and reflects how well the company matches your ideal customer profile — revenue fit, employee range, sector match, detected buying signals, and digital presence all contribute. The full factor breakdown lives on the account detail page.
If an account has never been enriched, it has no score yet. Run an enrichment pass to populate it.
Account hierarchy
Accounts can be linked into a parent/child tree — useful for a holding company with subsidiaries, or a global parent with regional entities. The hierarchy view on the detail page shows the parent chain as a breadcrumb, the descendant tree, and a rollup of contacts, open deals, and open pipeline across the whole subtree.
Adding and removing accounts
Use + Add account to create one by name, domain, and optional ticker symbol — Pact takes you straight to the new account's page. To bring companies in at scale, import a CSV or enrich by domain from the empty-state templates. Deleting an account is available from the row menu and asks for confirmation first.