Account Details Page
Account Details
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.
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.
3. View in your CRM or alert
Click "View" to view the account in your CRM, or "Alert" to create a custom alert. Choosing "Alert" will show a pop-up window where you can configure the details of your alert.
4. Account Information
Information in the "About" card is pulled from Apollo. Account Contacts shows a list of all captured contacts from that company, along with stats about site visits, chats, and meetings. The find more contacts button, in the upper right corner of the account contacts card, will manually run the Contact Discovery skill for the account.
Select the buying committee you want to prospect with Contact Discovery and any integration you want these contacts to be sent to. For more information, see our HelpDocs video on Manual Contact Discovery.
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).
6. Score Trend
Click on the middle icon in the top right corner of Account Activity to see how their Signals score has trended through time.
7. Summary
Click on the far right icon in the top right corner of account activity. This section displays all-time totals for the specific account.
