What are account lists and how do I make one?

Account lists are saved company lists, parallel to the existing prospect-focused lists. Where a prospect list groups people, an account list groups companies — the underlying records are normalized account rows that prospects roll up to. Use them for TAM segmentation by industry / region / size, named-account lists for ABM motions, or any other "which companies do I care about?" cut.

They live at /account-lists in the sidebar under Workspace.

How they differ from prospect lists

Both shapes coexist — neither replaces the other.

Deriving an account list from selected people

The fast path. Open /database, filter to the prospects you care about, select them, and click Account list from people in the selection bar.

What happens:

1. Group by company. Every selected prospect's company field is normalized — lowercase, trailing legal suffixes stripped (Inc, LLC, Co, Corp, Ltd, Limited, GmbH, etc.) only at end-of-string with a separator in front. So "Acme, Inc." and "Acme Inc" both resolve to "acme" and dedupe to one account. "Limited Run Records" stays intact because the suffix only matches at end-of-string with a separator.
2. Match existing accounts. The normalizer looks up LOWER(accounts.normalized_name) for every group. Existing accounts get matched; companies we've never seen become new account rows.
3. Link prospects. Every selected prospect's account_id is set to the resolved account, regardless of which save path you pick at step 2.
4. Step 1 / 3 of the modal shows the resolved list — checkboxes per account, "matched" vs "new" badges, prospect counts. Uncheck anything you don't want in the saved list.
5. Step 2 / 3 lets you save: - Save as new account list — name it, hit save. - Add to existing account list — pick from your existing lists. - Just link prospects (no list) — account_id linkage from step 3 above is already done; we just don't write a list.
6. Step 3 / 3 confirms with a count of matched + new accounts and an "Open account list →" CTA.

Working with a saved list

The detail page (/account-lists/<id>) shows every account in the list with linked-prospect counts, website, industry, and HQ. Per-row actions:

• Remove from list — drops the membership. The account row itself is preserved.
• Rename — edit the list name via the toolbar button.
• Delete list — soft-delete the list. Membership rows stay intact in case you need recovery (manual via DB for now).

API

Everything the UI does is on /api/account-lists:

• GET /api/account-lists — list user's lists with member counts
• POST /api/account-lists — create
• GET /api/account-lists/<id> — detail with members
• PUT /api/account-lists/<id> — rename / update description
• DELETE /api/account-lists/<id> — soft delete
• POST /api/account-lists/<id>/members — add account_ids
• DELETE /api/account-lists/<id>/members/<account_id> — remove one

The derivation flow lives at POST /api/prospects/bulk-account-list with body {prospect_ids, save_as: {name}} or {prospect_ids, add_to_list_id} or {prospect_ids} (just-link mode).

Common gotchas

• No company value → skipped. Prospects with empty company aren't groupable; the response reports them as skipped_count and they're left alone.
• Variant matching is normalized-name only. "Acme" and "Acme Corp" dedupe; "Acme Software" and "Acme Hardware" don't (different normalized names). If you need to merge those, do it manually on /account-lists/<id> after the fact.
• You don't lose prospects in the source list. The selection on /database was about deriving accounts from people — the original prospects stay where they were.