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Managing Your Accounts

Import accounts from your CRM, set up ownership sync, and filter by ownership on the Accounts page.

Overview

The Accounts page is where you manage which customer accounts are in Cora and who owns them. You can import accounts from your CRM, configure ownership sync so the right team members are mapped to each account, and filter your view by ownership.

Importing Accounts from Your CRM

Once your CRM (Salesforce or HubSpot) is connected, you can import accounts into Cora. Filters let you control which accounts are brought in.

Step 1: Open the Import Dialog

  1. Navigate to the Accounts page

  2. Click New Account

  3. Click Sync from Salesforce or Sync from HubSpot

Step 2: Add Filters

Add one or more filters to select which accounts to import. You can filter on any available field from your CRM — for example, by industry, region, lifecycle stage, record type, or account tier. Supported operators include equals, not equals, greater/less than, contains, and in/not in a list.

Step 3: Preview

  1. Click Preview to see how many accounts match your filters

  2. Review the sample results (up to 25 records showing name and domain)

  3. Accounts already in Cora are automatically excluded from the results

Step 4: Import

  1. Optionally check "Use these filters to keep Cora up to date" to automatically import new matching accounts on future syncs

  2. Click Request Import to begin

The import runs in the background. New accounts will be created as customer organizations in Cora, or linked to existing ones if a match is found.

Account Ownership Sync

Ownership sync maps CRM fields to Cora team roles, so the right team members are associated with each account. This powers the ownership filters on the Accounts and Signals tabs.

Setting Up Ownership Sync

  1. Navigate to the Accounts page

  2. Click New Account → Sync from Salesforce or Sync from HubSpot

  3. Switch to the Account Ownership tab

  4. Toggle Enable ownership sync on

  5. For each field mapping, configure:

    • Field — select a CRM field that references a user (e.g., an owner or lookup field)

    • Role — choose the role to assign: Account Owner or Manager

    • Their mgr toggle (Salesforce only) — when enabled, Cora resolves the manager of the person in the mapped field via Salesforce's user hierarchy, rather than the person themselves. Use this to automatically assign a Manager role to the reporting manager of the account owner or CSM.

  6. Click Save

You can add multiple field mappings. For example, map one field with the Account Owner role to identify direct owners, and map another field with Their mgr enabled and the Manager role to assign their reporting manager.

Ownership syncs automatically on each data refresh. Cora resolves users by matching the email address associated with the CRM user to a Cora user account.

Filtering by Ownership

Once ownership sync is configured, the Accounts and Signals tabs display a filter with three options:

  • All Accounts — shows every account (default)

  • My Accounts — shows only accounts where you have the Account Owner role

  • My Team's Accounts — shows accounts where you have the Manager role (i.e., accounts owned by your direct reports)

The "My Team's Accounts" option only appears for users who have a Manager role on at least one account.

Adding Accounts Manually

You can also add accounts individually without importing from a CRM:

  1. Navigate to the Accounts page

  2. Click New Account

  3. Enter the account details and click Save

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