Account

Open your organization's account page to review its profile, logo, and stat cards, edit the fields you're allowed to, and use the Users, Metrics, Addresses, Documents, and Responses tabs.

Open your account's Addresses tab to view every address on your organization's record, and, as an account admin, add, edit, or delete them.

Create account-wide custom fields — like Jobs Created or Capital Investment — so every opportunity in your pipeline can carry a value for them, then record and view those values on each opportunity.

What archiving and deleting actually do to each kind of record in Incenti — forms, responses, reports, dashboards, documents, users, contacts, opportunities, notifications, and chats — and what support can bring back.

Upload files to your account, an opportunity, a contact, or an organization, then find, edit, download, or delete them from the Documents tab, and open a linked document in the full-page viewer.

What the Sub-accounts tab shows, why linking one is an Incenti operation, what a parent account can and cannot reach in a child account, and how the Account scope dashboard filter uses the relationship.