Account detail

Overview

Account detail is the pursuit room for one firm: overview metrics, people coverage, opportunities, activity timeline, org chart, and AI-assisted prep—without leaving the workspace.

Overview tab

Typical actions on overview:

• Log activity — call, email, meeting, note
• Schedule follow-up — firm-level next step with due date
• Export summary — shareable brief for principals (where enabled)

Panels show linked contacts, overdue steps, and relationship overlap (“who else has worked with them?”) when data exists.

Coverage

Coverage answers: Do we know the right roles?

• See mapped contacts against target roles
• Identify gaps before a proposal or interview
• Pair with connection strength on individuals

Timeline

Chronological account history—imports, logged touches, research runs, and system events. Use it to brief a principal minutes before a call.

Org chart

Visual map of linked people and reporting hints (when enrichment provides structure). Helpful for multi-office owners and large AE firms.

Profile and AI assists

Team plans may include AI operations that consume usage credits:

• Account profile enrichment
• Plan draft suggestions
• Follow-up talking points

Treat outputs as draft for review with sources where shown.

Steps

Related

• Signals overview
• Competitors when this firm also appears competitively