Individual Account Page Layout
When you open an account, you'll see a page with multiple tabs. Each tab shows different information about that account.
Tabs on the account page:
Tab | What It Contains |
Snapshot | Executive summary of the account |
Research | Deep-dive intelligence (financials, challenges, news, etc.) |
Buying Team | Stakeholders and contacts at the account |
Meetings | Upcoming and past meetings with this account |
Sources | Files you've uploaded for additional context |
Studio | Artifacts generated for this specific account |