---
title: Account Details
description: "The Account Details page is where you'll find all information related to a specific account. You can perform actions on the account, see all associated leads, create tasks, add activities and lots more... If you're new to the accounts feature, these ..."
url: "https://supportb.kinsta.cloud/docs/account-details/"
updated: "2020-07-13"
category: FAQ
---

# Account Details

The Account Details page is where you'll find all information related to a specific account. You can perform actions on the account, see all associated leads, create tasks, add activities and lots more...

If you're new to the accounts feature, these articles will help -

- [Account Settings](https://help.leadsquared.com/account-settings/)
- [Manage Accounts](https://help.leadsquared.com/manage-accounts/)
- [Account Access for Sales Groups](https://help.leadsquared.com/access-control-sales-users-groups/)

 

## Account Vcard and Properties

The account Vcard shows you the account stage and contact information. To edit the Vcard hover your cursor over it and clicking the edit![pencil icon](http://help.leadsquared.com/wp-content/uploads/2018/03/Edit-icon.png)icon.

![edit vcard](http://help.leadsquared.com/wp-content/uploads/2018/09/Edit-account-vcard.png)

![change vcard](http://help.leadsquared.com/wp-content/uploads/2018/09/account-vcard-edit.png)

**Note:** If you're using a telephony connector and have click2call enabled, you can just click the phone number on the Vcard to initiate a phone call.

You can also edit the **Account Properties** section shown below -

![account properties](http://help.leadsquared.com/wp-content/uploads/2018/09/edit-account-properties.png)

And configure the fields you want to see in the **Account** **Properties** tab. To do this -

1. Navigate to [My Account>Settings>Accounts Customization>Account Settings](https://in21.leadsquared.com/Settings/Accounts).
2. Alongside the account type you want to configure, hover your cursor over the settings![Settings icon](http://help.leadsquared.com/wp-content/uploads/2018/03/settings-1.png)wheel, then click **Edit**.
3. Click **Next** to navigate to step 3 of 3. Use the dropdown to select the **Account Properties** option.
4. Drag and drop the fields you want from the available fields section to the account properties section.
5. Click **Save**.

![configure account properties](http://help.leadsquared.com/wp-content/uploads/2018/09/account-properties-configuration.png)

 

## Account Actions

You can perform the following actions on an account -

- Change Owner
- Change Stage
- Edit
- Delete

Hover your cursor over the **<Account Name> Actions** menu, then choose the action.

![Actions on an account](http://help.leadsquared.com/wp-content/uploads/2018/09/College-Actions.png)

You can also navigate to the **<Account Name> Details** tab and edit the account details from there.

![edit account info](http://help.leadsquared.com/wp-content/uploads/2018/09/edit-account-details.png)

 

## Lead Actions

To perform actions on leads, hover your cursor over the settings![Settings icon](http://help.leadsquared.com/wp-content/uploads/2018/03/settings-1.png)wheel alongside a lead and choose an action.

![actions on leads in account](http://help.leadsquared.com/wp-content/uploads/2018/09/lead-actions.png)

To add a new lead to the account, add an existing lead, post an activity on a lead or create a task, just click the corresponding quick add buttons.

![account details action buttons](http://help.leadsquared.com/wp-content/uploads/2018/09/lead-actions-in-account.png)

If you want to perform bulk actions on all leads in an account, click the **View & Manage All Leads** link. This will direct you to the **Manage** **Leads** page where the account filters will be set to the current account by default. You can select leads in bulk, then choose an action.

![bulk updates from account details](http://help.leadsquared.com/wp-content/uploads/2018/09/account-details-bulk-update.png)

 

## Any Questions?

If you have any questions related to this article or the accounts feature in general, don't hesitate to type them in to the comments section below. We're here to help!