> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jobin.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounts and employers

> Keep your client companies in one place: their contacts, jobs, notes, documents, and activity.

An **account** is a company in your CRM, typically a client or a prospect. Open them from **Accounts** in the sidebar. Everything you
know about the company sits on its account page, so the whole team works from the same record.

## Recommended workflow

1. **Add the account.** Choose **Add account**, search for the company, and fill in what you know. For many accounts, use **.CSV import**.
2. **Complete the profile.** Add industry, size, locations, contact details, and tags.
3. **Link people.** Link the contacts you work with, and mark the right ones as **Contact Persons**.
4. **Create the job.** Use **Create job** on the account, so the role is linked to the client from the start.
5. **Capture the deal.** Add a deal payout to the job to track the account's potential earnings.
6. **File the paperwork.** Add notes about terms, and attach agreements and contracts.
7. **Share progress.** Set up the job in the [Client Portal](/client-portal.md).
8. **Stay in the loop.** Use the **Activity** tab to follow messages and events for the Contact Persons.

## Browse your accounts

View accounts as a **table**, **cards**, or a **split** view. Select an account to open its details in a sidebar, or use the expand button to
open the full page. You choose whether the sidebar opens on select under **Settings** > **Appearance** > **Details sidebar**. See
[Your settings](/settings.md).

Narrow the list with filters for status, tags, industry and sectors, company size, locations, and contact information.

## Add an account

Choose **Add account**. The **New account** dialog starts from a company search. Then add what you know: tagline, industry, size, headquarters and other locations, contact details, web pages, a note, and attachments. To add
many at once, use the arrow next to **Add account** and choose **.CSV import** to import accounts from a spreadsheet.

## The account page

The account page keeps details on the left and the work on the right.

### Company details

Name, tagline, industry and sectors, size, founding year, organization type, status, revenue, emails, phones, headquarters, other
locations, time zone, and web pages. Choose **Edit account** to change them, in sections. If the data is more than six months old, you can
update it from the company's social page with one click.

### Contacts

Two lists keep the people straight:

* **Contact Persons** are the contacts you link to the account on purpose. Mark any of them as the account's **Contact Person**.
* **Employees** are contacts whose current company matches this account.

Link existing contacts or create a new one. You can open the selected contacts in [Contacts](/contacts.md), start [outreach](/sequences.md) for
them, or unlink them. Unlinking never deletes the contact.

### Jobs and earnings

The account lists its open jobs, and you can **Create job** for the company from here. On each job you can record a deal payout, so the
account shows the **potential earnings** it represents.

### Notes, attachments, and links

* **Notes** hold agreements, contract terms, and other details about the company.
* **Attachments** hold agreements, contracts, and other files.
* **Social Media** holds the company's social profiles and other web pages.
* **Tags** label the company in your CRM.

### Activity

The **Activity** tab combines your internal notes with the messages and events of the account's Contact Persons in one timeline, and
you can filter it. To see a person's activity here, mark them as a Contact Person first.

## Employers

The **Employers** list shows the companies you have jobs for. Open it from **Jobs** > **Employers list**. An employer appears once a job exists
for it. Each shows its open jobs and links to its account. Use the card, table, or split view, search by name, sort, and filter.

## How-to guides

Quick, step-by-step answers for common tasks:

* [How to import companies from a CSV file](/how-to/import-companies-from-csv.md)
* [How to add a client company](/how-to/add-a-client-company.md)
* [How to share candidates with a client in the Client Portal](/how-to/share-candidates-with-a-client.md)

## Related

> **[Client Portal](/client-portal.md)**
>
> Share pipelines with your clients.

> **[Jobs](/jobs.md)**
>
> Open positions for your accounts.


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