Open and read an account detail page

The account detail page is the full view of a single account: its research, contacts, plans, sync state, and history in one place. Open it whenever you want to understand an account before acting on it, run an agent against it, or check what the workspace already knows.

The page uses the same shell as the contact page: a block at the top that holds what the company is, and tabs below it for the work done on it. The account’s ecosystem, vertical, ICP status, owner, and domain all sit in that top block, above the tabs and the full width of the page, so you can judge a piece of research against the qualification that produced it without navigating away and without giving up reading width to a side panel.

If you are signed in with a read-only seat, you can open and read every tab, but the agent and edit actions described below are hidden. See Roles and access.

Steps

Go to the accounts list and click the account name. The detail page opens on the Overview tab.
Read the header. The company logo carries a colored ring around it showing the strength score, if the account has one (see below). The account name sits next to it - click it to edit it in place - followed by any status badges that apply (see below), the ICP verdict, and, for members who can edit records, two small controls beside it: Edit ICP qualification to set the verdict by hand, and Edit ICP qualification lock to freeze it so the next qualification run leaves it alone. The account’s website domain shows just under the name and is editable in place.
Use the header action buttons (top right):
- Strategize with Eva - opens a conversation with Eva already pointed at this account, for the “is this worth working, and what first” question rather than reading every tab yourself. See Eva.
- Launch agent - run one agent against just this account: Website finder agent, Qualification agent, Research agent, Generate account plan, or Contact finder. Each option shows a short description and when to use it; picking one opens a setup window scoped to this single account. See Running agents.
- Launch workflow - run a saved workflow against the account, or schedule it. See Run a workflow.
- The overflow menu (the … button) offers Add to Do Not Touch, Remove from Do Not Touch, and, for full-access seats, Delete.
You do not have to scroll back up for these. Once the header scrolls out of view, a slim bar pins to the top of the page with the company logo, the account name, and the same four actions, so a rep reading deep into research can launch the next agent from where they are. Click the name in that bar to jump back to the top of the page. The tab bar stays pinned directly beneath it.
Read the account details block directly under the header. It sits above the tabs, so it stays with you whichever tab you open, and it holds what the company is rather than what has been done to it. It is laid out in four rows:
- Reach - the account’s LinkedIn page, shown as the handle rather than the full address. Click the edit control to set or change it.
- Qualification - the Ecosystem and ICP vertical this account was qualified into, and, once it has been qualified at all, how long ago that happened (“3 days ago”; hover for the exact date and time). Hover the ecosystem or the vertical for a one-line reminder of what each means. Read the age together with the ICP verdict in the header: a verdict from four months ago describes the company as it was then, so if you are about to invest a week in the account, re-qualify first. See Qualification. An open-setup icon here jumps straight to that vertical’s setup in the Agent Training Center. If the ecosystem or vertical the account was qualified against has since been deleted, the values turn amber and a warning marker explains why.
- The attributes row - Owner, Parent (only when the parent-child structure is turned on for your company), and Source. Owner carries two controls: one to change the owner, and a padlock that locks the account’s ownership so the ownership rules never assign or reassign it. Hover the owner’s name to see how this account got its owner - assigned by the ownership rules, set by an import, set by hand, set by Eva, or added through the Chrome extension. Read that before you assume a rule did something: an owner “set manually” was somebody’s decision, not the automation’s. Parent links to the parent account, or reads “This account is a parent” when others roll up under it; the Assign parent account control appears only when neither is true. Source is read-only - it records where the record came from.
- Tags - the tags on the account, with Add Tag to open the tag editor. Only the first three show; a +n chip expands the rest.
Custom fields are not in this block. They open in their own panel - see the next step.
Open Custom fields when you need the values your team stores on this account. The button sits at the right-hand end of the tab bar with a count of how many values this record holds, and opens a panel over the right of the page. Any field with a value is listed there with controls to edit or delete it, the + control adds a value, and once a record holds more than five a Search fields… box narrows the list. A record with none shows No custom fields and offers Add field. Adding and editing need write access to accounts and contacts. See Custom fields.
Switch tabs for the work done on the account. The tab bar stays pinned as you scroll:
- Overview - the Account plans generated for this account, listed by Name with a Last updated time. Expand a row to read the plan. See Account planning.
- Contacts - the people linked to this account, with a count on the tab.
- Research - everything the agents found, on one scrolling page, with links at the top that jump to each section: Qualification agents (whether the account fits your criteria and why), Research agents (the facts and signals gathered - see Account Research), and Business model (what the company sells and how it makes money). Research agents is itself split into two counted groups, Signals (time-sensitive triggers, which feed the strength score) and Data points (standing account facts, which sync back to your CRM), so the reasons to act now read separately from the attributes you report on. A search box narrows the results to agents whose name or answer matches what you type. If agents were added to the ecosystem after this account was last qualified, a Missing qualification agents notice names them and asks you to re-run qualification.
- Relationship map (marked Beta) - the people and reporting lines at the account, with All relationships and By expertise views. This tab appears only when the account’s ICP status is Yes and its qualification target still exists. See Relationship map.
- Activity - what happened and when: Agent tasks (the running log of agent and system activity for this account), and, when the account is linked to a CRM, CRM activities, Opportunities, and Sync logs. Admins also get Changelog. A working indicator appears on the tab label while agents are running. See Monitor the task feed.
- Child accounts - accounts that roll up under this one, with a count. This tab appears only when the parent-child structure is turned on for your company and the account is itself a parent.

When a section is empty

A tab or section with nothing in it yet says what belongs there and offers the agent that fills it. An account with no plans, no qualification result, no research, no contacts, or no agent activity shows a short line explaining what that section is for and a button that launches the right agent against this account - the account plan agent on Overview, the qualification and research agents on the two Research sections, the contact finder on Contacts, and the agent picker on Activity. It is the same run you would start from Launch agent in the header, reached from the place you noticed the gap.

The button only appears if your team is allowed to launch agents and workflows; on a read-only seat the section explains what is missing without offering to fill it.

An empty result caused by a search or a filter you applied is a different state: it says nothing matched and lists the filters that produced the result so you can drop one of them or clear them all, rather than suggesting a run you do not need. See Filter accounts.

The Contacts tab goes one step further, because a filter returning nothing there usually means one of two real things - the people at this account have not been qualified yet, or there are not enough of them. So alongside Clear all filters it offers the agents that fix each, counted against the whole account rather than your current filter: Qualify N existing contacts when some of the account’s contacts have no persona verdict yet, and Find more contacts (or Find contacts on an account with none) to go and source more. Both run against the entire account and ignore the filters in front of you, which the panel says plainly - and when everyone here is already qualified, it tells you that instead of offering the run.

What the CRM entries hold

Opportunities lists the deals on the account with their value, stage, expected close date, and status (Open, Won, or Lost). CRM activities is a timeline of the calls, emails, meetings, tasks, and notes logged against the account, each with its date (upcoming ones are marked), its owner, and the contacts involved - a call or meeting also shows its outcome, its direction and duration, and, when your CRM captured them, a link to the recording, an expandable transcript, and an expandable Internal notes section with any meeting summary your CRM generated. Sync logs holds the most recent sync events for this account with their status and direction, up to the latest 50. Everything here is read from your CRM and is view-only. See Integrations.

What the Changelog records

The Changelog answers “who changed this account, and to what”. Each row names the kind of record that changed, what changed on it, the Event, the Origin (whether it came from a person, an agent, or a sync, with the user’s address where there is one), and the date and time. Expand a row to see the Before and After side by side. Filters across the top narrow by event, origin, user, record type, or date range, and there is a search box. New entries can take up to 30 seconds to appear, which the page tells you.

Two things are worth knowing about what lands here. Changes to an account’s Tags are recorded like any other change, so a tag that was added or removed is attributable rather than just quietly different from what you remember. And the Changelog only holds changes that actually altered the record: a routine re-sync that rewrites the same values does not create an entry, so a long list means real activity rather than background noise.

Header badges

The badges that appear next to the account name tell you its state at a glance:

DNT - the account is on the Do Not Touch list, so agents and outreach skip it. See Do Not Touch.
Deletion in progress - the account is being removed from your data. A banner repeats this at the top of the page.
Merge in progress - the account is queued for an auto-merge and will either remain as the primary record or be merged into another. A banner repeats this.
Deleted from {provider} - the linked record was deleted in the connected CRM.
An agent indicator with the tooltip “Agents are working on this account…” - one or more agents are currently running. It clears when they finish.
A CRM icon with a colored dot - the sync state with each connected CRM. Hover the icon for a panel showing whether the record is Synced, Partially synced, Failed, or Skipped, the fields that synced, and a Resync button. See CRM sync status.

The account’s ICP status - Yes, No, or Inconclusive, with a lock marker when it has been set by hand - now sits in the header alongside the other badges, prefixed ICP:, rather than in a side panel. Hover it for the reasoning behind the current result. See ICP status.

The ring around the company logo is the strength score, a percentage calculated from research agents that found positive signals, with the number itself shown just below the logo. A higher score means stronger fit. See Account signals.

If the account has one or more potential duplicates, a banner near the top reports the count and, for full-access seats, links to Review. See Manage account duplicates.

What happens next

Reading is instant. When you run an agent or a workflow from this page, the agent indicator appears next to the account name and on the Activity tab while it works, and the page refreshes on its own as results land. Research and qualification land under Research, plans on Overview, and the qualification result updates the ICP verdict in the header along with the Qualification row’s ecosystem, vertical, and age. Inline edits save as soon as you confirm them and show immediately across the list.

Links saved before the page was reorganised still work: an old link to an account’s agent research, account plans, task feed, custom fields, or CRM records now lands on the matching tab and section rather than breaking.

Eva term map: the account page’s tabs are Overview (account plans), Contacts, Research, Relationship map, Activity, and Child accounts, with an account details block above them and custom fields behind a button on the tab bar. Older wording treated “Agent research”, “Account plans”, “Task feed”, “Custom fields”, and “CRM” as tabs in their own right; they are now sections inside the six above. Business model moved off the overview and is now the third section of the Research tab. A second, older shape is also worth recognising: until August 2026 the same facts lived in a resizable Company information panel down the left side of the page, with Custom fields as a collapsible section inside it. Both are gone - the panel’s contents are now the account details rows (Reach, Qualification, the Owner/Parent/Source attributes, Tags), the ICP verdict sits in the header, and custom fields open in a side panel from the tab bar. When a customer names the left panel, the record rail, or an old tab, answer with where the thing lives now rather than correcting them.