Account Details

This page describes 'Account Details', which is the popup modal that appears when a caller clicks 'Open' from a list view. 'Account Details' provides rich context and details about the account.

Open any account by clicking the open button next to the prospect name.

Here are things to note about this page

The notepad on the top right is for account level notes. Only you will see these notes

All of these boxes are generated by AI. This should give you information about who you're talking to and some things you can say to win them over

History contains a chronology of everything that's been done on the account

The scripts tab is where to go if you want to customize your script