Accounts overview

Overview

Accounts is the firm-level pursuit view: who you know, how warm the relationship is, what coverage you have across roles, and what to do next. It includes prospect and client relationship stages, not every contact in your graph.

Accounts requires a Team workspace plan or active trial. Free workspaces see a preview with upgrade path.

Pursuit accounts vs delivery clients

Concept	Meaning
Pursuit account	A contact organization with relationship stage Prospect or Client in Accounts
Delivery client	A Client-stage organization when linking projects, project client selector stays client-only

Add firms to Accounts from Contacts (Add to accounts) or New account. Default stage is Prospect; change to Client when they become retained work.

List view

The accounts table highlights:

Column	Meaning
Warmth	Relationship temperature at the account
Coverage	How well you know roles that matter
Next step	Scheduled pursuit action
Contacts	Linked people count
Opps	Related opportunities count
Last activity	Recent logged touch

Filter chips help daily standups:

All: every pursuit account
Prospects / Clients: filter by relationship stage
Strategic / Priority: filter by account tier (default view: Strategic)
Stale: no recent activity
Overdue: next step past due
Review due: scheduled account review

Switch to map view when accounts have mappable locations.

Steps

Open Accounts from the workspace sidebar.

Use filter chips to focus standup time, start with Strategic, Overdue, and Review due.

Click a row to open account detail. Hover prefetch loads overview data faster.

Create an account with New account, or add from Contacts with Add to accounts, when a firm graduates from opportunistic contact to named pursuit.

When to create an account

The firm is a named pursuit for the year
Multiple people and workstreams need coordinated follow-up
Principals want visibility into coverage and next steps

Keep one-off ties in Contacts until they earn account overhead.