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

# Managing Accounts

> How to link CRM accounts to trials and track trial progress.

Accounts in Superhawk AI represent the companies going through a trial evaluation. They sync directly from your CRM -- whether you use HubSpot or Salesforce -- so your trial data stays up to date without manual entry.

## Linking an Account to a Trial

<Steps>
  <Step title="Open the trial">
    Navigate to the **Trials** page and click on the trial you want to manage.
  </Step>

  <Step title="Click Link Account">
    On the trial detail page, click the **Link Account** button.
  </Step>

  <Step title="Search for a CRM account">
    Type the company name in the search field. Superhawk AI searches your connected CRM for matching accounts.
  </Step>

  <Step title="Select and confirm">
    Click on the correct account from the search results and confirm the link. The account and its associated data will be added to the trial.
  </Step>
</Steps>

<Note>
  You need a connected CRM integration to search for and link accounts. See the [HubSpot](/integrations/crm/hubspot) setup guide if you haven't connected your CRM yet.
</Note>

## What Account Data Includes

Once an account is linked to a trial, Superhawk AI pulls in and organizes the following data:

* **Contacts** -- The people at the company involved in the trial, synced from your CRM
* **Deals** -- Associated deal records and their current stage
* **Email activity** -- Communication history between your team and the account's contacts
* **Session recordings** -- Product usage sessions recorded during the trial period

This data feeds into Superhawk AI's AI analysis, giving you a complete picture of how the trial is progressing.

## Managing Multiple Accounts

A single trial can have multiple accounts linked to it. This is useful for:

* Trials involving parent and subsidiary companies
* Multi-department evaluations within a large organization
* Joint evaluations between partner companies

You can add or remove linked accounts at any time from the trial detail page.

<Warning>
  Removing an account from a trial does not delete any data. The account and its history remain in your CRM. You can re-link the account later if needed.
</Warning>

<Tip>
  Use [Trial Analysis Reports](/reports/trial-analysis) to get AI-generated insights about how each linked account is engaging with your product during the trial.
</Tip>