Overview
Accounts aggregates all activity at the company level, making it easy to understand which organizations are showing buying intent and how they’ve engaged with your team over time.Account List
The main Accounts view displays a sortable, filterable list of all accounts with key metrics:| Field | Description |
|---|---|
| Account Name | Company name with logo |
| Most Recent Signal | The latest buying signal detected for this account |
| Most Recent Touchpoint | Last interaction with your team (email, call, meeting, etc.) |
| First Touchpoint | When this account first engaged with your company |
| Pipeline Stage | Current stage in your sales process |
| CRM ID | Direct link to the account in your CRM |
| Number of Touches | Total count of interactions with this account |
Account Details
Click on any account to open the detailed view, which includes:AI Overview
An AI-generated summary of the account, including:- Company description and key business context
- Recent activity patterns and engagement trends
- Buying intent assessment based on signal data
- Recommended next steps for your team
Touchpoint History
A complete timeline of every interaction with the account:- Web visits and content engagement
- Email opens, clicks, and replies
- Meeting activity
- Ad engagement
- Sales outreach and responses
Contacts
A list of all known contacts at the account, including:- Name and job title
- Email and phone (when available)
- Signal activity associated with this individual
- Engagement history
Filtering and Sorting
Use filters to focus on specific segments:- By signal type: Show only accounts with specific signal activity
- By pipeline stage: Focus on accounts at a particular stage
- By engagement recency: Find recently active or dormant accounts
- By account score: Prioritize high-intent accounts
Best Practices
- Monitor high-intent accounts: Sort by most recent signal to catch buying activity early
- Review AI overviews before calls: Get up to speed on account context in seconds
- Track engagement patterns: Use touchpoint history to identify the right moment to reach out
- Sync with your CRM: Keep your CRM data current by reviewing accounts regularly