Accounts & CRM

Estimated reading time: 2–3 minutes

Overview

The Accounts & CRM section gives you one place to manage Leads, Prospects, and Customers. Create and organize accounts, make bulk updates, archive records, and manage sites.

Open any account to view its properties, contacts, sites, reminders, service plans, invoices, and other related details.

Accessing the Accounts Page

1. Log into the Coperniq web app.

2. From the left-hand menu, select Accounts under the CRM section.

You’ll land on the Accounts dashboard, where you can view, search, filter, and export the accounts list by clicking the CSV icon.

Accounts Dashboard

Summary Tabs

At the top of the page, you’ll see counters:

• All → all accounts in the system

• Leads → potential accounts not yet converted

• Prospects → in-progress opportunities

• Customers → confirmed and active accounts

Clicking any tab will filter the table to only show those accounts.

Toolbar Controls

• Search → find accounts by name, phone, email, or project.

• Group By → group accounts by fields (e.g., Owner, Account type).

• Sort By → order results (e.g., Created at, Last activity).

• Service Plan → filter accounts based on their associated service plan.

• Filters → narrow results by account type, owner, or other conditions.

• Save → click Save to save your current view, including the filters, grouping, and sorting, so you can quickly access it again later.

• Show Archived → toggle archived accounts on or off.

• CSV → click the CSV icon to export the accounts in your current view.

Customizing Columns

You can control which details are shown in the Accounts table:

1. Click COLUMNS in the top toolbar.

2. Check or uncheck the fields you want visible, such as:

   • Site address

   • Account type

   • Owner (Account manager)

   • Contact details

   • Last activity

   • Description

Creating a New Account

To add a new Account:

1. Click the + Account button (top-right).

2. Complete the Create Account form:

   • Account name (required)

   • Phone / Email

   • Account type (Residential / Commercial — required)

   • Account owner (required)

   • Site address (required)

3. Click Create.

Create an Account with Ask AI

You can also use Ask AI at the top of the form to help pre-fill the Account fields. Describe the account or upload supporting files, then review the populated information before creating the Account.

Inside a Account Record

When you click on a Account, you’ll open their profile view, which includes:

• Header → Displays the account type, stage (Lead / Prospect / Customer), account manager, created date, and last activity. It also includes a Copy icon and a Share button, which shows who has access to the record (including assigned users and roles).

• A ⋮ menu with options such as:

  • Create Subaccount

  • Set as Parent Account

  • Set as Subaccount

  • Preview Portal as Account

  • Archive

    

• Properties → add or update general details and descriptions.

• Reminders → create follow-up tasks or alerts.

• Sites → list of projects/Opportunities addresses with details like AHJ and Utility.

  • Each site has a ⋮ menu with the option Move to another Account.

    

  • Each record has a ⋮ menu with the option Move to another site.

    

• Service Plans → View or assign service plans connected to the account.

• Invoices → View and create invoices while tracking total invoice balances.

• Docs → Upload, search, view, and archive documents related to the account.

• Contacts → main and secondary account contacts.

  

• Notes → Create and manage internal notes with formatting, links, attachments, and snippets. This section is located on the right-hand side of the page.

• Communication → View and manage account communication history, including emails, SMS messages, and portal communication. This section is also located on the right-hand side of the page.

  

Bulk Actions

From the Accounts list view, you can select multiple accounts and apply bulk actions:

• Bulk Update (Properties Only) → Update a selected property across multiple accounts at once

• Send Email → Send an email communication to selected accounts

• Send SMS → Send SMS messages to multiple accounts simultaneously

• Run Agents → Run configured automation agents/actions on selected accounts

• Archive → Archive selected accounts