> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/crm+/set-up-account-types.md).

# Set up account types

Account types are the foundation of CRM+.

They define how you categorize relationships and whether a relationship uses lead phases.

### When to use account types

Common types are:

* **Customer**
* **Lead**
* **Prospect**

### Create an account type

{% stepper %}
{% step %}

### Open CRM settings

Go to **Settings**.

Open **CRM** or search for **Account type**.
{% endstep %}

{% step %}

### Add an account type

Open the overview.

Click **Add**.
{% endstep %}

{% step %}

### Fill in the required fields

Use a unique **Code**.

Enter a clear **Description**.

Set an **Order number**.
{% endstep %}

{% step %}

### Decide whether lead phases are active

Turn lead phases off for existing customers.

Turn lead phases on for leads and prospects.
{% endstep %}

{% step %}

### Save

Optionally set a default value.
{% endstep %}
{% endstepper %}

### Practical tip

Use only the account types you actually need.

This keeps filters and reporting easy to manage.

### Frequently asked questions

<details>

<summary>Can I edit an account type later?</summary>

Yes. You can edit account types later.

</details>

<details>

<summary>What happens without lead phases?</summary>

The relationship does not use the funnel view.

</details>

<details>

<summary>Can I set a default account type?</summary>

Yes. That type is then suggested automatically.

</details>

### Related articles

* [Set up lead phases](/marketplace-packages-and-power-ups/power-ups/crm+/set-up-lead-phases.md)
* [Set up closing reasons](/marketplace-packages-and-power-ups/power-ups/crm+/set-up-closing-reasons.md)
* [Work with customers and leads in CRM+](/marketplace-packages-and-power-ups/power-ups/crm+/work-with-customers-and-leads-in-crm+.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/crm+/set-up-account-types.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.