Accounts list

The Accounts screen lists every company or organization stored in the CRM. From here you search, filter, sort, and manage accounts, including in bulk.

Toolbar

Control	What it does
Search	Free-text search to find accounts by name or other attributes.
Reset filter	Clears all applied filters.
Filter	Opens the advanced filtering options for the list.
Show or hide columns	Chooses which columns are visible in the table.
Refresh	Reloads the list with the latest data.
Add new account	Opens a form to create an account manually.
Export	Exports the current list.
Import Accounts	Bulk-imports accounts from an Excel or CSV file.

tip

Enrich with AI When you add an account, HurPal CRM can suggest the account's industry from its name. If a suggestion is not available, you can set the industry yourself.

Accounts table

The table lists accounts across the columns below. Most columns can be sorted and filtered.

Column	Description
Account Name	The account name. Click it to open the account detail page.
Primary Contact	The main contact person at the account.
Type	The account classification, for example Customer.
Status	The account's current status: active, inactive, or on hold.
Industry	The industry the account belongs to, for example Technology or Retail.
State	The state the account is located in.
Actions	Row actions: view (eye) to open the account, and delete (trash) to remove it.

Pagination

Below the table:

• A summary shows the current range and total record count, for example "Showing 1 to 13 of 13 entries".
• Page controls (first, previous, numbered pages, next, last) move through the results.
• A page-size selector controls how many rows appear per page.

Adding an account

Click Add new account and complete the form. An account name is required. You can also set the sales owner, type, industry, address, and other company details.

Once saved, the account opens on its detail page, where you can add contacts and opportunities.