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Add Account

Use Accounts to add a new company or customer record to your teamspace in NEXT.

Accounts help your team organize recordings and highlights around the right external organization.

Before You Start​

  • You must have permission to edit teamspace settings.

Steps​

  1. Open Teamspace Settings > General > Accounts.
  2. Click Create.
  3. Enter the account details in the side panel.

When Should I Use This?​

  • When you start working with a new customer or company.
  • When your team wants future insights linked to a specific account.

Tips​

  • Use the same account naming convention your team already uses elsewhere.
  • Add the account before importing related data if you want organization to stay consistent.

Example​

This video shows how to add a new account from the Accounts page.

FAQ​

Q: Can I update the account later?​

Yes. You can open the account again and change its details from the side panel.