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The Accounts Page

A deep dive into your Accounts area—where new and existing business live side by side! 🚀

Ian Resler avatar
Written by Ian Resler
Updated over a month ago

1. Getting There

  1. Click Accounts in the left menu.

  2. Toggle between Accounts (New Business) and Existing Accounts on the top right.

2. Table Breakdown

Here’s what you’ll see in each column (left to right):

  1. Name
    • Company or client name

  2. Pipeline
    • Which pipeline this account lives in (e.g. Sales, Marketing, Expansion, etc.)

  3. Stage
    • Current stage tag (e.g. Appointment Scheduled, POC, Qualified to Buy, Contract Sent, Presentation Scheduled)

  4. bont Score ⭐
    • An aggregate rating (0–10) of your overall pipeline health for the account in question
    • Computed from Communication Score, CRM Score, Sales Manager Score, Document Score, and Product Score
    • Up/down arrow shows the score trend (updated daily)

  5. Signals 🔔
    • Number of active signals (e.g. new email replies, CRM updates, document views)

  6. Latest Interaction ↔️
    • Channel icon + date of last touchpoint (LinkedIn, Email, Call, etc.)

  7. Upcoming Interaction 📅
    • Scheduled next step if available

  8. Sales Manager 👤
    • Who owns the account

  9. Account Value 💰
    • Estimated deal size

  10. Close Date 🗓️
    • Projected contract sign-off

  11. Actions ▶️
    • Details button to open the Account Profile

3. Filters & Quick Access

  • Filters (2) icon at top-right. Click to refine by Pipeline, Stage, Manager, Account Value, Close Date, Signals, and more.

  • Total accounts & pages at bottom (e.g. Accounts 49 – page 1/3).

  • Account Value Total in bottom-right (e.g. €2.789 M).

  • Signals widget in the lower-left kicks you straight to your signal feed.

Pro Tips 💡

• Prioritize Low Scores: Sort by bont Score 🔽 to spot accounts needing attention first.
• Seal the Deal: Look for accounts with high value but no upcoming interaction, schedule a touchpoint ASAP!
• Trend Watch: Hover your cursor over the bont Score arrow for week-over-week % changes.

👏 That’s your Accounts tab in a nutshell, your command center for pipeline health, interactions, and deal velocity. Next up: click into an account profile to see the full story, signal history, and recommended next steps!

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