---
title: Account Settings
description: "If you have multiple partners, vendors, suppliers, etc., you can create accounts for them and manage all your B2B relationships in one place. The process is simple - Enable the accounts feature Create and configure account types Add or Import ..."
url: "https://supportb.kinsta.cloud/docs/account-settings/"
updated: "2020-07-13"
category: FAQ
---

# Account Settings

If you have multiple partners, vendors, suppliers, etc., you can create accounts for them and manage all your B2B relationships in one place. The process is simple -

1. Enable the accounts feature
2. Create and configure account types
3. Add or Import accounts under each account type
4. Add leads to your accounts
5. Add activities on your accounts

**Note:** If you're familiar with this article, also see -

- [Account Access for Sales Groups](https://help.leadsquared.com/access-control-sales-users-groups/)
- [Manage Accounts](https://help.leadsquared.com/manage-accounts/)
- [Account Details](https://help.leadsquared.com/account-details/)
- [Account Activities](https://help.leadsquared.com/how-to-post-activities-on-accounts/)

 

## Prerequisites

The accounts feature is not available by default. To get it enabled, contact us at [support@leadsquared.com](mailto:support@leadsquared.com).

 

## Enable the Accounts Feature

After you contact us and get the feature enabled,

1. From your main menu, navigate to [My Account>Settings>Accounts Customization>Account Settings](https://in21.leadsquared.com/Settings/Accounts).
2. On the **Account Settings** page, alongside **Enable Accounts**, click **Yes**.
3. On the confirmation pop-up, click **Proceed**.

**Note:** Once enabled, you cannot disable the accounts feature.

![Enable accounts feature](http://help.leadsquared.com/wp-content/uploads/2018/09/Enable-Accounts.gif)

 

## Create and Configure Account Types

You'll see 2 account types available by default - Customers and Partners. You can't delete the Customers account type, but you can rename and customize it.

To create a new account type -

1. Click **Create**.
2. Give the account type a **Name**, **Plural** **Name** and **Description,**then click **Next.**
3. Now configure the account type fields.
   - You can change the **Display** **Name** of any field.
   - To make more changes to an existing field, click **Configure**. You can make the field **Mandatory** and/or **Sortable** by clicking the respective checkboxes.
   - To add a custom field, click **Add** **Field**. Add a **Name**, **Schema** **Name**, and configure a **Type** for the custom field. If you configure the Type as Dropdown/Searchable Dropdown/Multiselect Dropdown click the settings![Settings icon](http://help.leadsquared.com/wp-content/uploads/2018/03/settings-1.png)wheel that appears alongside and type in the dropdown options. Click the delete ![](http://help.leadsquared.com/wp-content/uploads/2018/09/Delete-Icon.png) icon if you wish to remove the custom field.
   - Click **Next**.
4. Finally, customize the account creation form.
   - Drag and drop fields from the **Available** **Fields** column into the form sections.
   - You can also edit ![pencil icon](http://help.leadsquared.com/wp-content/uploads/2018/03/Edit-icon.png)and delete ![delete](http://help.leadsquared.com/wp-content/uploads/2018/09/Delete-Icon.png) sections by hovering your cursor over the section header and clicking the respective icons.
   - Drag and drop fields within a form section to display them in the order you like.
   - To add a new form section, scroll down and click **Add Section.**
5. Click **Save**.

![create new account type](http://help.leadsquared.com/wp-content/uploads/2018/09/Create-Account-Type.gif)

**Note:** While configuring the fields for an account type, be sure to customize the **Stage** field to your liking. Click the settings![Settings icon](http://help.leadsquared.com/wp-content/uploads/2018/03/settings-1.png)icon alongside the field.

![Configure account stages](http://help.leadsquared.com/wp-content/uploads/2018/09/Account-Stages.png)

Then add/edit/delete active and inactive stages for the account type.

![Account Stages](http://help.leadsquared.com/wp-content/uploads/2018/09/Modify-account-stages.png)

Once you've created an account type, it'll show up on your main menu under **Leads>Accounts**.

![](http://help.leadsquared.com/wp-content/uploads/2018/09/Manage-Accounts-navigation.png)

 

## Add or Import Accounts Under Your Account Types

To import accounts through CSV, see [How to Import Accounts](https://help.leadsquared.com/how-to-import-accounts/).
You can also add accounts under any of the account types you created -

1. Navigate to **Leads>Manage Accounts** and click the account type you want to add an account under.
2. On the **Manage** **Accounts**page, click Add <Account Type Name>.
3. Fill in all mandatory fields in the add account type form.
4. Click **Save and Add New** to create the next account or click **Save and Close** to proceed.

![add an account under an account type](http://help.leadsquared.com/wp-content/uploads/2018/09/Add-New-Account.gif)

 

## Assign Existing Leads to Your Accounts

The quickest way to assign leads to an account is to use the bulk update feature -

1. On the main menu, navigate to [Leads>Manage Lead.](https://in21.leadsquared.com/LeadManagement)
2. Select the leads you want to add to an account by clicking the checkbox alongside the **Lead** **Name**column**.**
3. Hover your cursor over the **Actions** menu, then click **Bulk** **Update**.
4. From the **Lead** **Field** drop-down, select **Account**.
5. In the **New** **Value** field, select and existing account or select **Add** **New** **Account.**
6. Click **Update**.

![adding leads to an account](http://help.leadsquared.com/wp-content/uploads/2018/09/Add-leads-to-an-account.gif)

You can also add leads from the **Manage** **Accounts** page. On the main menu, navigate to **Leads>Manage Accounts** and click the account type name.

![](http://help.leadsquared.com/wp-content/uploads/2018/09/Manage-Accounts-navigation.png)

On the **Manage** **Accounts** page, click **Add** **New** **Lead**.

![manage accounts, add new lead button](http://help.leadsquared.com/wp-content/uploads/2018/09/add-new-lead-to-account-1.png)

Alternatively, you can also use the list actions by hovering your cursor over the actions![Settings icon](http://help.leadsquared.com/wp-content/uploads/2018/03/settings-1.png)wheel, and then clicking **Add Lead** to add new leads or **Assign Lead** to assign existing leads.

![add and assign leads to an account](http://help.leadsquared.com/wp-content/uploads/2018/09/manage-leads-assign-action.png)

 

## Post Activities on Accounts

See [How to Add Activities to Accounts](https://help.leadsquared.com/how-to-post-activities-on-accounts/)

 

## Any Questions?

Was this article helpful? Did you find everything you needed to set up the accounts feature? Please let us know in the comments below and we'll get back to you asap!