# 3.4 Accounts

<span style="color: #444444;"><span lang="en-GB">As with the Leads, the Companies are also organized with filters and information cards (address,</span></span> <span style="color: #444444;"><span lang="en-GB">description, etc.). The relations menu at the top right gives access</span></span> <span style="color: #444444;"><span lang="en-GB">(and allows additions)</span></span> <span style="color: #444444;"><span lang="en-GB">to various correlated data items.</span></span>

<span style="color: #444444;"><span lang="en-GB">For example, from the Companies module it is possible to progress to the next stage of the sales cycle,</span></span><span style="color: #444444;"><span lang="en-GB"> creating a potential </span></span><span style="color: #444444;"><span lang="en-GB">automatically correlated with the account information.</span></span>

[![3.4 [1].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-4-1.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-4-1.PNG)  
*List view showing filter applied App side (fields displayed below each record)*

[![3.4 [2].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-4-2.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-4-2.PNG)

*Account detail view*

[![8.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/8.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/8.png)

*There's a **'Open Map**' button that allows you to open Google Maps and locate the Account*

[![4.png](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/scaled-1680-/4.png)](https://usermanual.vtenext.com/uploads/images/gallery/2023-08/4.png)

<table border="1" id="bkmrk-schema-di-organizzaz" style="border-collapse: collapse; width: 100%;"><tbody><tr><td class="align-center" colspan="3" style="width: 33.3333%;">**Organizational layout of the modules related to Companies**</td></tr><tr><td class="align-center" style="width: 33.3333%;">Conversations</td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Notes</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">PDF Maker</span></td></tr><tr><td class="align-center" style="width: 33.3333%;">Activities (Calendar)</td><td class="align-center" style="width: 33.3333%;">Tasks (Calendar)</td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Products</span></td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Contacts</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Messages</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Sales Order</span></td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Trouble Tickets</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Potentials</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Quotes</span></td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Services</span></td><td class="align-center" style="width: 33.3333%;">Documents</td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Invoices</span></td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Installations</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Projects</span></td><td class="align-center" style="width: 33.3333%;">Project Tasks</td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Service Contracts</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Processes</span></td><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">DDT</span></td></tr><tr><td class="align-center" style="width: 33.3333%;"><span style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Oxygen, Ubuntu, Roboto, Cantarell, 'Fira Sans', 'Droid Sans', 'Helvetica Neue', sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400;">Visit Reports</span></td><td class="align-center" style="width: 33.3333%;"> </td><td class="align-center" style="width: 33.3333%;"> </td></tr></tbody></table>

<span style="color: #444444;"><span lang="en-GB">You can also modify or eliminate the correlated data, for example (as in the figure) the Contact associated with the account. The arrow icon (top right) gives direct access to the Contacts page.</span></span>

<span style="color: #444444;"><span lang="en-GB">**N.B.:** </span></span><span style="color: #444444;"><span lang="en-GB">The order and presence of related items can be modified in the mobile editor layout (configurable web side).</span></span>

*[![3.4 [3].PNG](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/scaled-1680-/3-4-3.PNG)](https://usermanual.vtenext.com/uploads/images/gallery/2022-07/3-4-3.PNG)  
Display of a Contact related to a Company*