Where You Are
When you click "Open in bont" 
on any row in the Pipeline or Customer Base tabs, you land here.
Pipeline/New Customers:
Customer Base/Existing Accounts:
Overview Card
On the top left of the profile, you’ll find an overview containing:
Account Name
Sales Manager: Owner of the account
Close Date: Estimated signature date
Pipeline: Pipeline Info
Account Value/Revenue Potential: Total value (AV for Opportunities, RP for Existing Business)
Stage: A tag shows the stage (e.g. Contract Sent, POC)
Just below, a 5-card snapshot breaks down the bont Score:
Communication Score 💬
• How recently & effectively you’ve engagedCRM Score 🗂️
• Data recency & completeness in your CRMSales Manager Score 🎯
• Manager's subjective health ratingDocument Score 📄
• Based on sent/viewed proposals, contracts, etc.Product Score ⚙️
• Product usage score
🟢 Each score is 0–10; higher = healthier.
3. Custom Workflows & More
Use the buttons on the top right of the profile to:
Create Customer Workflows/Notifications
Share the profile with your team via Link or Email
Generate a PDF containing the most important info on an accounts engagement
Generate an AI based Summary of the Account (KPIs, Interactions, Next Steps)
Open the Account in your CRM
(We suggest the most common ones here, but you can create custom workflows by clicking on "Advanced" and setting your own criteria)
4. AI-Powered Signals
On the lower part of the page, you’ll find proactive suggestions to move this account forward.
Recommendations like:
Schedule next interaction
Follow up on document views
Book meeting with customer in next 18 business days
Re-engage inactive stakeholders
Update CRM field
Send reminder email
and much more.
💡 Suggestions update live based on activity + scoring shifts.
5. Activity Section
On the activity page, you’ll find an overview with a list of the most recent activities:
Activity Date
Event Type: SMS, Email, Task, Meeting, Appointment Scheduled, etc.
Activity Source: Sales Manager, Customer, CRM, Other)
CRM Button: Open the activity in your CRM.
Pro Tips 💡
Act on Recommendations: That’s where deals move!
Create Custom Workflows: Keep track of what is most important to you with custom notification workflows that track an accounts activity.
Use the Share Icon: Perfect for team check-ins or deal reviews.