---
title: Manage Accounts
description: "The accounts feature lets you manage all your B2B relationships through LeadSquared. Create accounts for all your partners, vendors, third-party services, etc., store all the data you need (account details, account owners, stages, etc.) and add and ..."
url: "https://supportb.kinsta.cloud/docs/manage-accounts/"
updated: "2020-07-13"
category: FAQ
---

# Manage Accounts

The accounts feature lets you manage all your B2B relationships through LeadSquared. Create accounts for all your partners, vendors, third-party services, etc., store all the data you need (account details, account owners, stages, etc.) and add and manage your leads under these different accounts.

**Note:** If you're new to the accounts feature, [Account Settings](https://help.leadsquared.com/account-settings/) is the best place to start. This article talks about the Manage Accounts page and the various actions you can perform on it. Also see [Account Access for Sales Groups](https://help.leadsquared.com/access-control-sales-users-groups/) and [Account Details](https://help.leadsquared.com/account-details/).

 

## Navigation

Any account type you configure will show up on your main navigation menu under **Leads>Manage Accounts**. Each account type you click will take you to its own Manage <Account Type Name> page (e.g., Manage Colleges, Manage Partners, etc.).

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

 

## Add New Accounts

To add a new account under the current account type select the **Add <Account Name>** button and fill in the account details form.

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

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

 

## Import Accounts

You can import accounts through a CSV file. For detailed instructions see [How to Import Accounts](https://help.leadsquared.com/how-to-import-accounts/).

 

## Advanced Search

Advanced search is helpful when you have a large number of accounts. It helps you set multiple criteria to filter the accounts you need.

![advanced search through accounts](http://help.leadsquared.com/wp-content/uploads/2018/09/advanced-search-accunts.png)

You can filter based on lead or account fields. In the example below, we're looking for all 'Colleges' in the 'Opportunity' stage.

![advanced search on accounts](http://help.leadsquared.com/wp-content/uploads/2018/09/accounts-search.png)

**Note:** The accounts advanced search feature is not available for ESS tenants.

 

## Account Actions

You can perform the following actions on a single account -

- Edit
- Add Lead
- Assign Lead
- Add Activity
- Change Owner
- Change Stage
- Delete

Click the settings![Settings icon](http://help.leadsquared.com/wp-content/uploads/2018/03/settings-1.png)wheel alongside an account to choose an action.

![list actions, manage accounts](http://help.leadsquared.com/wp-content/uploads/2018/09/account-list-actions.png)

You can perform the following bulk actions on multiple accounts -

- Export Accounts
- Change Owner
- Change Stage
- Reset All Filters

Click the check-boxes alongside the account name, hover your cursor over the **Actions** menu, then choose an action.

![Account actions](http://help.leadsquared.com/wp-content/uploads/2018/09/Account-bulk-actions.png)

Click **Export <Account Type>** to export all accounts within a particular account type. You can export all fields or choose the account fields you want to export. After choosing an option, click **Export**.

Once the export process completes, you'll receive a download link in your email.

**Note:** You can export up to 100,000 accounts. To export more accounts than that, please contact us at [support@leadsquared.com](mailto:support@leadsquared.com) and we'll export all the records for you.

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

When changing the owner or stage, you'll be prompted to select the new value.

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

 

## Add New Leads to an Account

To add a new lead to an account, click **Add New Lead**. You'll be prompted to select the account and then enter the lead's details.

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

![add lead to account](http://help.leadsquared.com/wp-content/uploads/2018/09/choose-account-for-lead.png)

You can also select the **Add Lead** option from the actions list.

![Add Lead list action](http://help.leadsquared.com/wp-content/uploads/2018/09/add-new-lead.png)

 

## Assign Existing Leads to an Account

To assign existing leads to an account,

1. You can use the bulk update option on the **Manage Leads** page. For more details, see the 'Add Existing Leads to Your Accounts' section of [Account Settings](https://help.leadsquared.com/account-settings/).
   OR
2. Select the **Assign Leads** action from the actions list. Then use advanced search to find and assign leads.

![assign existing leads to account](http://help.leadsquared.com/wp-content/uploads/2018/09/assign-leads-to-account.png)

![assign leads with advanced search](http://help.leadsquared.com/wp-content/uploads/2018/09/assign-leads.png)

 

## View Leads Within an Account

On the **Manage** **Accounts** page, click the expand button to get a quick view of some of the leads under the account.
To view all leads, click the **Account** **Name** link or the **View** **All** **Leads** link, this will take you to the [Account Details](https://help.leadsquared.com/account-details/) page.

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

You can also perform actions on leads directly from here. Just click the settings![Settings icon](http://help.leadsquared.com/wp-content/uploads/2018/03/settings-1.png)wheel alongside the lead record.

![lead actions on manage accounts page](http://help.leadsquared.com/wp-content/uploads/2018/09/account-settings.png)

 

## View Related Leads

The **Related Leads** tab on the **Lead** **Details** page shows you other leads that belong to the same account. You can click the **View & Manage All Leads** link to go to the [Manage Leads](https://in21.leadsquared.com/LeadManagement) page and perform bulk actions on these leads.

![lead details related leads](http://help.leadsquared.com/wp-content/uploads/2018/09/Related-Leads.png)

 

## Post Activities on Accounts

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

 

## Any Questions?

If there's anything you want to know about the accounts feature that you couldn't find here or if you'd like to leave some feedback, please feel free to use the comments section below. We'll get to it asap!