Screens
Account page
One company's full story: score, brief, and every tab explained.
The account page is one company's full story. Top to bottom: the header (score and controls), the next-action bar, the trigger brief, then tabs with every piece of underlying evidence.
Header
- Fit × Event pair — the two scores side by side: ICP fit (whether they match who you sell to, with the reasons one click away) and the buying-event score (whether something is happening now). A good-fit account with no live event shows “watch, don't call yet” — that's the pair doing its job. Priority, journey, buying-stage and engagement chips follow; hover any chip for the reason behind it.
- Status and owner dropdowns — set who owns the account and where it stands (New → Researching → Researched → Target → In Pipeline → Customer, or Disqualified). Flipping to In Pipeline auto-creates a pipeline opportunity so the Pipeline screen always reflects it.
- Email / sequence / call — send a custom email (template or AI opener, previewed before it goes), enroll the account in an outreach sequence, or click-to-call the main line and log the outcome in one motion.
- Find similar (telescope) — lookalike search: opens the Prospector pre-filled to find companies shaped like this one.
- Research now — re-run full research on this company (instant lane).
- Push to CRM — appears once OnePageCRM is connected; sends this account there.
- Pencil / trash — edit firmographics, or delete the account and all its evidence.
Next action bar
The single next step for this account. Complete it and you're asked for the next one — accounts in play should never have an empty next action.
Trigger brief
The brief is the “sales-ready” summary: What happened (sourced facts), the likely project and estimated spend when evidence supports one, who to talk to (the buying committee with verification marks and a LinkedIn handoff — a direct profile link for verified people, a pre-filled people search otherwise), and What to say — email, LinkedIn, and call openers you can personalize with one click.
The tabs
| Tab | What's inside |
|---|---|
| Signals | Every intent signal with its source link, age, and confidence. Add one manually — see Add intent by hand. |
| Sales Play | The recommended play for this account: discovery questions, openers, and why it fits. |
| Committee | The people: names, titles, personas, verification status. Contacts arrive from research, from the Prospector's decision-makers (named people as Needs Verification with their source; titles as role-based targets), or by hand. The Verify people button re-checks everyone against public sources. |
| Competitors | Public evidence of rival products in the account, with the displacement angle. |
| Tech Stack | Technologies the account demonstrably uses. |
| Enrichment | Your research questions answered for this account — ask new ones right here. |
| Timeline | Everything that ever happened on the account, newest first. |
| Activity | Your team's logged touches: calls, emails, meetings, notes. |
| Sources | Every URL any fact came from. |
