Open a company’s quick view
Click a company in the Accounts tab. The quick view has three tabs.
Tab | What you’ll find |
Overview | Account Name, Industry, Segment, Company Size, LinkedIn URL, and Website |
Activity | Tasks assigned or being assigned; filter by Call, Task, or Email |
Calls | Whether anyone on your team has already tried to call this company |
Open Full Account Details
Click Full Account Details at the bottom of the quick view. The full page has five sections: Overview, Timeline, Activity, Calls, and Contacts.
Overview
Metric | What it shows |
Total Contacts | All contacts at the company |
Contacts Connected | How many of those you’ve successfully reached |
Total Meetings | Contacts you’ve dispositioned into meetings |
High Intent, Low Intent, Bad Data | Click any of these to see the company’s contacts in that tier |
Timeline and Activity
See the history of activity on the account: who owned it, which contact it involved, the disposition, and the date and time. Filter by Calls or Meetings.
Contacts
1. Search for a specific contact, or filter by First and Last Name, Title, Company, and TitanX Intent (High Intent, Low Intent, Bad Data, or All).
2. Click Filter Contacts to apply.
3. Click a contact to dial them directly and see their Overview, Activity, and Account Details.
For the Calls section, see Reviewing Call History and Recordings.
Related articles
• Reviewing Call History and Recordings
• Building Custom Filters
• Understanding TitanX Intent Tiers