Salesloft Accounts represent the companies you're targeting for sales and engagement. Creating Accounts allows you to organize contacts, track interactions, and manage your sales process effectively.

You can manually add an account from within Salesloft. This is best for creating single accounts one at a time, so for example, when you receive a referral.

In this article, you will learn how to manually create an Account in Salesloft. This article includes:

• Before You Create an Account 
• Create an Account Instructions
• Additional Information: Create an Account
• Next Steps

Before You Create an Account 

• You must have a Salesloft account with permission to create Accounts.
• Salesloft requires that ALL accounts include the company name and domain in order to import accounts.
• Alternatively, you can import Accounts in bulk. 
• Depending on your team’s Account Management settings, accounts may be created when a new person is added based off of the basic company information. If you want to be thorough and add company information first, and then add the right people to the account, Salesloft gives you multiple ways to create accounts.

Create an Account Instructions

To add an account in Salesloft, follow these steps:

1. Go to the Accounts Page: In Salesloft, navigate to the Accounts page by going to the top navigation bar, hovering over Contacts, and select Accounts. 
2. Select Create Account: Click the Create Account button in the upper right corner. The Add Account module will appear.
3. Enter Account Details:
   
   • Name: Enter the name of the Account.
   • Domain: Enter the website domain of the Account (e.g., salesloft.com).   
4. Click "Create Account": Click the Create Account button to create the Account in Salesloft.

Figure 1: Create an Account Example

Additional Information: Create an Account

After creating an Account, you can add more details, such as address, industry, phone number, and other relevant information. Learn more in the Edit Account Details article. 

Next Steps

• Add People to the Account to start organizing your contacts.
• Explore the Account Profile Page to learn more about managing Account details and tracking engagement.