Account Details

Last updated: October 26, 2026

See an account's key information from your CRM at a glance, without leaving Centralize.

Contents

  • What's in Account Details

  • Where each field comes from

  • Need help?

What's in Account Details

The Account Details card shows:

  • The account's name and logo, with a link to open the account in your CRM

  • The account Owner

  • A Tier badge, for Smart accounts on Standard plans

  • Employees and Type

  • Every other account field your team syncs from your CRM, both standard and custom

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Where each field comes from

Account Details works the same way for Salesforce and HubSpot.

  • Account name: comes from your CRM — the Account Name in Salesforce, or the company name in HubSpot. If you rename the account in your CRM, the new name shows up after the next sync. (If a HubSpot company has no name, Centralize uses its domain instead.)

  • Owner: the account owner from your CRM. If your workspace doesn't sync with a CRM, it's the owner set in Centralize.

  • Logo: Centralize finds the logo by looking up the company using the account's domain and name. It doesn't come from your CRM. If you see a plain building icon or the wrong logo, check that the account has the right domain in its Account Settings. ​

  • Tier badge: a Centralize setting, not a CRM field. It only appears on Smart accounts in Standard workspaces. If your CRM has its own Tier field, that shows up as a regular field in the card instead.

  • Employees, Type, and all other fields: every account field your team syncs from your CRM, standard and custom. If a field is missing or out of date, update it in your CRM, or ask your admin to add it to your field mappings. Once a field is synced, it appears in Account Details automatically.

Need help?

If something looks off or you have questions about Account Details, reach out to us at support@usecentralize.com.

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