Viewing an Account

To view an Account, you can follow the steps below:

1. From the Left Nav Menu, click ABM > Accounts.
    
2. On the Accounts page, click the Account Name to view. 
3. The Account that you want to view displays the following tabs:

• Metrics
• Activity
• Configure
• Account Reps
• Account Intelligence
• Page
• Visitors
• Publish Logs 

Metrics

By default, the Metrics tab opens. This tab provides information about the performance of the account.

• The Statistics Block displays the number of Account Visitors that are associated with the Account and a breakdown of the Account Visitors categorized as per the Visitor Engagement Stage rules and their percentage.    
• Engagement Trend provides overall information about the Content of the ABM page associated with the Account.   
• Visitors provide the details of all the account visitors that are associated with the Account.
  
• Leads provide information about the enriched lead user details.   
• Assets with Most Engagements provides details of the number of views of the asset content and the engagement made with the content of the page.
     
• ABM Pages provide details of the number of visitors, engagement, and conversion of the page.  
• HSignals lists topics that are relevant to the assets that visitors interact with, along with a score. 
  
  Score reflects visitor engagement, determined by their interactions (previews, engagement, form submissions, and asset downloads) with content related to that topic, indicating their level of involvement and interest.
  
  Score boost signifies engagement with specific content topics, considering their past interactions. This score can fluctuate over time, increasing or decreasing based on visitors' evolving interactions and interests.
  

Activity:

Click on the Activity Tab. This tab provides information about the engagement flow activity of the account.

Configure:

Click the Configure Tab. This tab provides information about the account that can be modified. This tab is divided into four sections as per user, namely:

• Metadata provides general information about the account. They are Account Name, Alias Name, Domain Name, Alias Domain, Clusters, and Default Stream.
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• Banner provides information about the Banner that can be used on the ABM Page. They are Banner Title, Banner Subtitle, and Banner Background.
  
  
• Custom Fields provide information based on the Company and Industry Information. They are Industry, Buying stage, and Company size.
  
  
  

Account Reps:

Click the Account Reps tab. The Account Reps assigned to the Account will be displayed. 

Account Intelligence:

Click the Account Intelligence tab. The added source generated by AI is displayed.

Pages:

Click the Pages tab. This tab provides the list of ABM Pages that are associated with this Account.

Visitors:

Click the Visitor tab. This tab displays the details of the Account Visitors.

Publish Logs:

Click the Publish Logs tab. Publish Logs of the integrated CRM will be displayed. 

Related Topics:

Adding a New Account

Searching Accounts

Editing an Account