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Accounts lists the companies Avina knows about, from your audiences, website visits, and connected CRM and sales tools. It combines fit, activity, and pipeline context for each company in one table. Open it from Accounts under Explore in the left navigation.

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The accounts table

Which columns you see depends on the data in your workspace. For example, CRM columns appear once your CRM is connected. Common columns: Accounts are sorted by Last Activity Date, newest first. Click any column header to sort by it.

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Filter

Use the filter bar to narrow by Audience Source, ICP Fit, AI Score, Last Activity Date, Account Owner, or Industry. Click + to filter on any other column.

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Account details

Click an account name to open its drawer:
  • Audience Activity: every lead from this company, across all your audiences.
  • Contacts: known contacts at the company, with title, email, phone, and LinkedIn.
  • Activity: a timeline of marketing and sales touchpoints, such as web visits, emails, meetings, and ad engagement.
  • Account Brief: an AI-written brief on the company.
  • Draft Message: have AI draft a one-off message to someone at the account.
Use the arrows at the top of the drawer to step to the previous or next account.

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Export

Open the ⋯ menu and choose Advanced Export to download accounts for a time range as a CSV.

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Best practices

  1. Sort by Last Activity Date to see which accounts are active right now.
  2. Read the Account Brief before calls. It gets you up to speed in seconds.
  3. Filter by ICP Fit to focus account reviews on A and B companies.
  4. Use the Activity tab to time your outreach around the account’s recent engagement.