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> Help index
  • 01The Leads page — overview and bulk actions
  • 02The Accounts page — overview and bulk actions
  • 03Lists — creating, sharing, automating
  • 04Lead detail page — the anatomy
  • 05Lead detail — Signals panel
  • 06Lead detail — Qualification panel
  • 07Lead detail — Enrichment panel
  • 08Account detail — anatomy and key differences from Lead
  • 09Bulk operations across records
Contents

Help / 08 · Leads & Accounts (Records)

> Account detail — anatomy and key differences from Lead

The company-level detail page. Same shape as a lead detail — header, four panels, Detailed Profile, Copilot rail — but the panels carry account-level signals (funding, hiring, M&A) and the Detailed Profile is firmographic instead of person-level.

2 min read·Never reviewed

TL;DR: Header strip + four panels + Detailed Profile + sidebar. Same layout as a lead, account-level data. Adds a People panel rolling up qualified leads at this account.

Header strip

  • Company logo + name + domain
  • Status badge — Signal received / Qualified / Enriched / Synced
  • Industry + Employee count under the name
  • Three actions — Enrich, Run custom research, overflow menu
  • Ask Copilot · Tell me about this account — top-right

Four state panels

Panel | Lead | Account
**Activity** | Person-level signals (Keywords, Job Changes, Demo Viewed) | Account-level signals (Funding, Hiring Intent, M&A, Career Page, news mentions)
**Qualification** | ICP score + Persona score + Stage | ICP score + Personas-qualified count
**Enrichment** | Work email, phone, LinkedIn | Firmographics, tech stack, funding
**Sync** | Destination push state | Account-object sync state

People panel (account-only)

A panel that doesn't exist on the lead detail. Lists every lead in your workspace who works at this account, grouped by Persona match:

VP Sales (1)
CW Chloe Walker · CRO ── Hot
Founder (1)
JL Jonas Larsson · CEO ── Warm
RevOps (2)
MS Maria Souza · Senior RevOps Manager ── Warm
TK Theo Kazanis · RevOps Analyst ── Cool
No persona fit (3)
...

Each row is a clickable lead. The grouping respects the parent ICP — only Personas inside this account's ICP show.

Detailed Profile (account-level)

  • Industry / Sub-industry
  • Employee count (current + history if available)
  • Revenue (estimated, when enriched)
  • Founded year
  • HQ (country / city)
  • Tech stack — installed tools matching your tracked list
  • Funding — stage, last round date, total raised, lead investor
  • Hiring — open positions, recent hires, hiring velocity
  • Tags + Custom fields — workspace-specific

When to use account detail vs lead detail

Question | Surface
"Who is this person, what should I send them?" | Lead detail
"What's the buying committee at this account?" | Account detail (People panel)
"Did this account fund recently?" | Account detail (Activity panel — Funding signal)
"Is this account growing?" | Account detail (Detailed Profile — employee count history + hiring velocity)

Account-level Copilot prompts

> show me everyone in this account who matches the CRO Persona
> what's the buying committee here?
> draft an account brief for ABM outreach
> what signals do we have on this account in the last 90 days, summarized?
> who's the senior-most person at this account, in our workspace?

Related

  • Lead detail page — the anatomy
  • The Accounts page — overview and bulk actions
  • Lead detail — Copilot actions
  • Enriching from a Lead or Account detail page
Previous07Lead detail — Enrichment panelLeads & Accounts (Records)Next 09Bulk operations across recordsLeads & Accounts (Records)

On this page

  • Header strip
  • Four state panels
  • People panel (account-only)
  • Detailed Profile (account-level)
  • When to use account detail vs lead detail
  • Account-level Copilot prompts
  • Related

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© 2026 Unstuck Engine. All rights reserved.

> wave is here.

Schedule it.
>unstuck engine
PricingBlogContact
>unstuck engine

The B2B GTM engine. Signal-led targeting, ICP-fit pipeline.

Product

  • Pricing
  • Comparisons
  • Blog
  • Handbook
  • Help

Company

  • Contact

Legal

  • Terms
  • Privacy

© 2026 Unstuck Engine. All rights reserved.