1. Where You Are
When you click "Open in bont" 
on any row in the Accounts tab, you land here.
New Opportunities:
Existing Accounts:
2. 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
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.