Account Tab

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Overview

The Account Tab displays core customer information including company details, contacts, account hierarchy, and custom fields. Data syncs from your connected CRM and can be manually edited.

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Company Information

View and edit firmographic data:

• Company Name - Legal name and DBA
• Industry - Industry classification
• Website - Company domain
• Address - Headquarters location
• Employee Count - Company size
• Revenue - Annual revenue (if available)

Click Edit to update company details. Some fields may be locked if synced from your CRM.

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Contacts

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Contact List

View all contacts associated with the customer:

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Contact Roles

Categorize contacts by their role:

• Economic Buyer - Decision-maker with budget authority
• Champion - Internal advocate for your product
• Primary User - Day-to-day product user
• Technical Buyer - Evaluates technical fit
• Executive Sponsor - C-level or VP sponsor
• Admin/IT - Manages system configuration

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Adding Contacts

Click + Add Contact and fill in:

• Name and email (required)
• Title and department
• Phone number
• Role selection

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Account Hierarchy

Manage parent/child relationships for complex organizations:

• Parent Account - Top-level organization
• Child Accounts - Subsidiaries, divisions, or departments

Click Set Parent or Add Child Account to establish relationships. Account hierarchies enable rollup reporting across corporate structures.

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Custom Fields

View and edit custom fields configured by your admin. Custom fields allow you to capture company-specific data points not available in standard fields.

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Contract Information

View contract details:

• Contract Type - New, renewal, or expansion
• Start/End Dates - Contract term
• Contract Value - TCV and ACV
• Auto-Renewal - Renewal settings
• Days to Renewal - Countdown to renewal date

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Tags

Add tags to categorize customers:

• Click + Add Tag to add new tags
• Type to search existing tags or create new ones
• Click X on any tag to remove it

Common tag categories: tier (Enterprise, SMB), status (VIP, At-Risk), program (Beta, Advisory Board).

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CSM Assignment

View and change account ownership:

• Primary CSM - Main customer success manager
• Account Team - Additional team members (AE, SE, Support)

Click Edit next to the CSM to reassign ownership.

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Account Status

Set the current account lifecycle status:

• Active - Normal operating status
• Onboarding - Implementation in progress
• Renewal - In renewal process
• At-Risk - Identified churn risk
• Churned - Customer has left

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Data Sync

Account data syncs with your connected CRM. Fields marked with a sync icon are automatically updated from your CRM. To edit these fields, update them in your source system.

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Next Steps