Accounts
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| Customer ID | Account | Type | Tier | Rep | Last contact | Next follow-up | |
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CART
Drop files here or browse — PDFs, images, any type
Tasks
Activity
Chatter
Maps
Find nearby accounts and plan a route on the fly
Choose start point
No origin set
No stops selected
Settings
Import account data and manage admin tools
Account Data
Account data tools
Export, geocode, import, and archive account records from one place.
CSV files
Export and templates
Download the current account list or a starter file for imports.
Map readiness
Sales-call geocoding
Check addresses, compare Google matches, and repair missing map coordinates.
Create and update
Import account properties
Map CSV columns, preview changes, then import valid account rows.
1 Upload
2 Map
3 Review
4 Import
Drop a CSV here or click to upload
No file selected
Importing accounts
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Create and update
Import contacts
Bulk-load contacts onto customer accounts. Rows match accounts by account ID, customer ID, or account name, and existing contacts by email or name.
1 Upload
2 Map
3 Review
4 Import
Drop a contact CSV here or click to upload
No file selected
Importing contacts
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Hide accounts
Archive accounts from CSV
Match accounts from a CSV and hide them from active lists while keeping linked history.
Drop an archive CSV here or click to upload
No file selected
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Addresses
Sales Call Address (where rep visits)
Ship-To Address (parts)
Delivery Address (truck / equipment)
Contacts
Fleet on site
Opportunities
Quotes
Auto-ingested from email
Drop a quote PDF here or browse
Account tasks
Activity log
Log a touch
Record account activity
Grants
Account Info
Auto-saves on change
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Linked Quotes
Drop files here or browse — PDFs, images, any type
Tasks
Activity
Chatter