Accounts overview
Strategic target firms with coverage, warmth, and next steps.
Overview
Accounts is the firm-level pursuit view: who you know, how warm the relationship is, what coverage you have across roles, and what to do next. It is designed for strategic targets—not every contact in your graph.
Accounts requires a Team workspace plan or active trial. Free workspaces see a preview with upgrade path.
List view
The accounts table highlights:
| Column | Meaning |
|---|---|
| Warmth | Relationship temperature at the account |
| Coverage | How well you know roles that matter |
| Next step | Scheduled pursuit action |
| Contacts | Linked people count |
| Opps | Related opportunities count |
| Last activity | Recent logged touch |
Filter chips help daily standups:
- All
- Stale — no recent activity
- Overdue — next step past due
- Review due — scheduled account review
Switch to map view when accounts have mappable locations.
Steps
Open Accounts from the workspace sidebar.
Use filter chips to focus standup time—start with Overdue and Review due.
Click a row to open account detail. Hover prefetch loads overview data faster.
Create an account with New account when a prospect graduates from opportunistic contact to strategic pursuit.
When to create an account
- The firm is a named pursuit for the year
- Multiple people and workstreams need coordinated follow-up
- Principals want visibility into coverage and next steps
Keep one-off ties in Contacts until they earn account overhead.