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

# Creating Accounts

> Learn how to create and configure customer accounts in Thread

## Account Creation Overview

Accounts represent your customers in Thread. Each account contains:

* Customer company information
* Assigned template and milestones
* Action history and status
* Handoff Q\&A and context
* CSM assignment and ownership

***

## Manual Account Upload

### When to Use

* Initial onboarding to Thread
* Customers not yet in CRM
* Quick account creation for testing
* Bypassing automation workflows

### Step-by-Step Process

<Steps>
  <Step title="Navigate to Manual Upload">
    From the main menu: **Accounts** → **Manual Upload**
  </Step>

  <Step title="Enter Company Information">
    **Required fields:**

    * Company Name
    * ARR (Annual Recurring Revenue)
    * Close Date
    * Primary Contact Name
    * Primary Contact Email

    **Optional fields:**

    * Industry
    * Company Size
    * Website
    * Notes
  </Step>

  <Step title="Select Template">
    Choose the onboarding template to apply:

    * Standard SaaS Onboarding
    * Enterprise Implementation
    * Quick Start
    * Custom templates

    <Info>
      Templates are immutable snapshots. The entire config is copied to the account at creation time.
    </Info>
  </Step>

  <Step title="Assign Account Executive">
    Enter AE email for handoff:

    * AE receives handoff link via email
    * AE reviews AI-generated Q\&A
    * AE assigns CSM before submitting

    <Tip>
      The AE email doesn't need to be a Thread user. They receive a tokenized link that works for anyone.
    </Tip>
  </Step>

  <Step title="Add Raw Payload (Optional)">
    Include additional context for AI generation:

    * CRM notes
    * Deal information
    * Sales conversations
    * Customer research

    Thread uses this to generate better handoff Q\&A.
  </Step>

  <Step title="Create Account">
    Click **"Create Account"** to trigger:

    1. Account created in database
    2. Template instantiated as milestones
    3. Handoff Q\&A generated by AI
    4. Email sent to AE with handoff link
    5. Account appears in accounts list (pending handoff)
  </Step>
</Steps>

***

## HubSpot Integration

### Auto-Create from Deals

Once HubSpot is connected, accounts can be created automatically:

**Trigger:** Deal reaches "Closed Won" stage

**What happens:**

1. Thread fetches deal data from HubSpot
2. Extracts company, contact, ARR, close date
3. Creates account with configured template
4. Generates handoff Q\&A from CRM data
5. Sends handoff email to deal owner

### Benefits

* ✅ No manual data entry
* ✅ Always up-to-date customer info
* ✅ Automatic handoff initiation
* ✅ Audit trail from CRM to CS

### Configuration

1. Navigate to **Connectors** → **HubSpot**
2. Click **"Connect"** and authorize OAuth
3. Select deal stage for account creation
4. Choose default template to apply
5. Map custom fields (optional)
6. Test with a sample deal
7. Enable auto-creation

<Warning>
  Test with a dummy deal first! Auto-creation will trigger for all deals reaching the configured stage.
</Warning>

***

## Notion Integration

### Auto-Create from Database

Create accounts when new rows added to Notion database:

**Setup:**

1. Connect Notion integration
2. Select database to monitor
3. Map database fields to account fields
4. Choose template to apply
5. Test with a sample row
6. Enable automation

**Example mapping:**

```
Notion Database Field → Thread Account Field
├── Company Name → company_name
├── ARR → arr
├── Close Date → close_date
├── PM Email → primary_contact_email
├── AE → ae_email
└── Notes → raw_payload
```

***

## Account Fields Explained

### Required Fields

<AccordionGroup>
  <Accordion title="Company Name">
    **What:** Customer company display name

    **Examples:**

    * "Acme Corporation"
    * "Acme Corp (Enterprise)"
    * "Acme - North America Division"

    **Best practices:**

    * Use official company name
    * Add segment in parentheses if needed
    * Be consistent with CRM
  </Accordion>

  <Accordion title="ARR (Annual Recurring Revenue)">
    **What:** Contract value in dollars

    **Examples:**

    * \$50,000
    * \$250,000
    * \$1,200,000

    **Best practices:**

    * Use annual contract value
    * Round to nearest thousand
    * Include expansion revenue
    * Don't include one-time fees
  </Accordion>

  <Accordion title="Close Date">
    **What:** When the deal was won

    **Format:** YYYY-MM-DD

    **Examples:**

    * 2024-03-15
    * 2024-01-01

    **Best practices:**

    * Use actual close date, not start date
    * Consistent with CRM
    * Used for analytics and reporting
  </Accordion>

  <Accordion title="Primary Contact">
    **What:** Main point of contact at customer

    **Fields:**

    * Name: "Jane Smith"
    * Email: "[jane@acmecorp.com](mailto:jane@acmecorp.com)"
    * Role: "IT Director" (optional)

    **Best practices:**

    * Use implementation lead, not exec sponsor
    * Someone who'll be hands-on
    * Verified email address
  </Accordion>
</AccordionGroup>

### Optional Fields

<AccordionGroup>
  <Accordion title="Industry">
    **What:** Customer industry/vertical

    **Examples:**

    * Healthcare
    * Financial Services
    * Manufacturing
    * Technology

    **Use:** Template customization, segmentation, analytics
  </Accordion>

  <Accordion title="Company Size">
    **What:** Employee count range

    **Options:**

    * 1-50 (SMB)
    * 51-500 (Mid-Market)
    * 501-5000 (Enterprise)
    * 5000+ (Global Enterprise)

    **Use:** Segment for template selection, resource allocation
  </Accordion>

  <Accordion title="Website">
    **What:** Company website URL

    **Format:** [https://www.acmecorp.com](https://www.acmecorp.com)

    **Use:** Reference, research, context for AI
  </Accordion>

  <Accordion title="Notes">
    **What:** Additional context

    **Examples:**

    * Deal notes from AE
    * Special requirements
    * Known risks or challenges
    * Competitive intel

    **Use:** CSM context, AI handoff generation
  </Accordion>
</AccordionGroup>

***

## Account Status

Accounts progress through these statuses:

| Status               | Meaning                         | Next Step                     |
| -------------------- | ------------------------------- | ----------------------------- |
| **pending\_handoff** | Created, waiting for AE handoff | AE completes handoff form     |
| **active**           | Onboarding in progress          | CSM manages implementation    |
| **at\_risk**         | Issues or delays                | CSM intervention needed       |
| **completed**        | Successfully launched           | Transition to steady-state CS |
| **churned**          | Customer left                   | Archive for analysis          |

### Status Management

CSMs can update status manually:

1. Navigate to account detail page
2. Click status dropdown
3. Select new status
4. Add note explaining change (optional)
5. Status updates customer portal (for some statuses)

<Tip>
  Mark accounts "at\_risk" proactively when you sense issues. Don't wait until it's a crisis!
</Tip>

***

## Account Assignment

### CSM Assignment

**Automatic (via handoff):**

* AE selects CSM during handoff
* CSM receives notification
* CSM auto-assigned to account

**Manual:**

1. Navigate to account
2. Click **"Assign CSM"**
3. Select from organization CSMs
4. Optionally notify CSM
5. Save assignment

### Reassignment

When CSMs change:

1. Navigate to account
2. Click current CSM name
3. Select new CSM
4. Choose notification options:
   * Notify new CSM
   * Notify customer
   * Add transition note
5. Confirm reassignment

<Warning>
  Customer sees CSM name in portal. If you reassign, consider sending a personal introduction email from the new CSM.
</Warning>

***

## Bulk Account Upload

For migrating large customer lists:

### CSV Import

**Format:**

```csv theme={null}
company_name,arr,close_date,primary_contact_name,primary_contact_email,ae_email,template_name
Acme Corp,50000,2024-01-15,Jane Smith,jane@acme.com,ae@company.com,Standard SaaS
Beta Inc,120000,2024-02-01,John Doe,john@beta.com,ae@company.com,Enterprise
```

**Process:**

1. Navigate to **Accounts** → **Bulk Upload**
2. Download CSV template
3. Fill in customer data
4. Upload completed CSV
5. Review preview and validation errors
6. Confirm import
7. Accounts created and handoff emails sent

<Info>
  Bulk upload supports up to 100 accounts at once. For larger imports, contact support.
</Info>

***

## Account Filtering and Search

Find accounts quickly:

### Filters

<Tabs>
  <Tab title="By Status">
    * Active
    * Pending Handoff
    * At Risk
    * Completed
    * Churned
  </Tab>

  <Tab title="By CSM">
    * My Accounts
    * Unassigned
    * Specific CSM
  </Tab>

  <Tab title="By Milestone">
    * In Kickoff
    * In Implementation
    * In Training
    * In Launch
  </Tab>

  <Tab title="By Date">
    * Created this week
    * Close date range
    * Last activity
  </Tab>
</Tabs>

### Search

Search accounts by:

* Company name
* Primary contact name
* Primary contact email
* ARR range
* Template name

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Apply Templates" icon="file-check" href="/csm-guide/accounts/applying-templates">
    Learn how templates are applied and customized
  </Card>

  <Card title="Handoff Process" icon="handshake" href="/csm-guide/accounts/handoff-process">
    Understand the AE-to-CSM handoff workflow
  </Card>

  <Card title="Implementation Tab" icon="tasks" href="/csm-guide/accounts/implementation-tab">
    Manage actions and milestones for accounts
  </Card>

  <Card title="Connect HubSpot" icon="plug" href="/integrations/hubspot">
    Set up automatic account creation
  </Card>
</CardGroup>