Account Details Page

Updated by Zoe Ngan

Account Details

This video will go over how to access more information about each account.

Go to app.getsignals.ai

1. Introduction

Each account has an account details page, which you can access by clicking the account in the list on the main Accounts page.

Introduction

2. Key Definitions

An account's Signals score is out of 100. It is based on percent of employees who have visited the site, number of total visits, number of chat conversations, and opportunity status from CRM.

Account owners are either pulled from CRM during the account sync or chosen manually during an account upload. Opportunity status is also pulled from the CRM.

Key Definitions

3. View in your CRM or alert

Click "View" to view the account in your CRM, or click the bell icon to create a custom alert. Clicking this will show a pop-up window where you can configure the details of your alert.
View in your CRM or alert

4. Account Information

Information in the "Overview" card is pulled from the account. Account Contacts shows a list of all captured contacts from that company, along with stats about site visits, chats, and meetings.
Account Information

5. Account Activity

Account Activity shows all activity from the past 30 days. If you click on "Last 30 Days," you'll see additional options to view activity for the last 90 days and the last 6 months.

If account activity exists, there will be dropdown menus for additional details (including specific pages visited and traffic source, bots interacted with, live agents interacted with, contact information collected and meetings booked).

Account Activity

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