A sales account is simply a company you sell to. In Ultragent, every account becomes a living profile that fills itself with useful information about that business. You only need to type the company name to get started.
Add a new account
- Open Accounts from the left-hand menu.
- Click New account in the top right.
- Type the company name in the name field. As you type, Ultragent automatically suggests the website, industry, location, size, and logo so you don't have to look them up.
- Choose an account type: Customer, Prospect, Partner, or Lead. New accounts start as Prospect, and you can change this any time.
- Click Save to add the company to your list.
Tip
Know the company website but not the exact legal name? Type the web address instead. Ultragent reads the site and fills in the correct company name and details for you.
What gets filled in for you
The moment you add an account, Ultragent gets to work in the background gathering public information about the business. You will see the company logo, website, industry, location, and size appear automatically, so the profile already looks complete before you lift a finger.
- Company basics: name, website, industry, and headquarters location.
- Size: an easy-to-read revenue range and employee range for quick filtering.
- Contact links: social and professional profiles for the company.
- Logo: a clean company logo so your list is easy to scan at a glance.
Set the account type
Account types help you organise your list and focus your day. Pick the one that fits where the relationship stands.
| Type | Use it for |
|---|---|
| Prospect | A company you would like to sell to but haven't closed yet. |
| Lead | An early opportunity you are still qualifying. |
| Customer | A company that already buys from you. |
| Partner | A company you work alongside. |
Good to know
You can change the account type later, right from the account, as the relationship grows.
What happens next
Once the account is saved, Ultragent continues researching the company so a full intelligence profile is ready when you open it. The next article shows you exactly what that one-click research delivers.
Do I have to type in all the company details myself?
No. Just type the company name and Ultragent suggests the website, industry, location, size, and logo for you. You can accept what it finds and keep moving.
What if I only know the website, not the exact company name?
Paste the web address into the name field instead. Ultragent reads the site and fills in the correct company name and details automatically.
What's the difference between a Lead and a Prospect?
A Lead is an early opportunity you're still qualifying, while a Prospect is a company you've decided you'd like to sell to. New accounts start as Prospect, and you can switch the type any time.
Can I change an account from Prospect to Customer once they buy?
Absolutely. Open the account and update the account type whenever the relationship moves forward — it takes one click and keeps your list accurate.
How many companies can I add to my list?
Add as many as you like and build out your whole pipeline. Each one starts filling itself with useful details the moment you save it.