How do I get to an account's detail page?

From the Companies area, click any account name or row in the Organizations tab or the Buying Groups tab. You can also arrive here from a lead detail page — the lead's account name links here.

The buying-group hero is not showing — why?

The hero appears only when the account's ICP tracks a buying group. If the assigned ICP does not track a buying group, the page shows a short message in its place ("This account's ICP doesn't track a buying group"). Renewal ICPs show a Renewal Health card instead. If the ICP does track a buying group but the hero hasn't appeared yet, click the "Updated [time ago]" control in the Buying Group tab to trigger a recompute.

What's the difference between the Buying Group tab and the Account Details tab?

The Buying Group tab shows who is in the buying group — which roles are filled, who fills them, and which ICP is driving that picture. The Account Details tab shows what TrailSpark knows about the account itself: firmographic data, connected records, and linked leads.

Account detail - TrailSpark Docs

What's on this page

The account detail page is the single view for everything TrailSpark knows about one account — its buying-group health, the people in the group, enrichment data, and connected records. You arrive here by clicking any account row in Companies.

Header

At the top of the page the account's name, canonical domain, and creation date are shown alongside a Refresh button that reloads all data on the page.

A back link returns you to the Companies area.

Overview cards

Below the header, four summary cards give an at-a-glance read before you dig into any tab.

Card	What it shows
Signals	Total signal events associated with this account
Leads	Number of people linked to this account
Links	Count of connected records (CRM accounts, workspaces, email domains)
Propensity	The account's current propensity score (High, Medium, or Low) with confidence percentage — shown when the account has been evaluated. Falls back to Industry, Employees, or Region if no evaluation exists yet.

Buying-group hero

For accounts tracked under a buying-group ICP, a coverage hero sits between the overview cards and the tabs. It surfaces the key buying-group numbers in one read:

% of required roles identified (known completeness) — the headline figure
% of roles engaged — how many of those filled roles are currently active
Stage badge — Dormant, Forming, or Complete
ICP badge — which ICP is driving this picture
Updated [time ago] control — shows when coverage was last computed; click it to refresh

When both the account's propensity was high and buying activity has since stalled, the hero shows a red alert strip: "Was strong — now at risk. Buying activity stalled N days ago."

For a full explanation of what these numbers mean and how coverage refreshes, see Account coverage.

Tabs

The page has three tabs: Buying Group, Lifecycle, and Account Details.

Buying Group tab

This tab has two sections stacked vertically.

ICP assignment card — shows which ICP the account is scored against ("Scored against") and any additional ICPs whose scope the account also satisfies ("Also matches"). If you see unexpected secondary matches, the Eligibility rules on those ICPs are broader than intended. For how the priority resolver works and how to adjust it, see Managing multiple ICPs.

Role coverage accordion — lists every role defined in the Primary ICP with its current state (Engaged, Identified, or Missing) and the people filling it. Expanding a role row shows each contributor, how they were matched, and a link to their lead record. When the account is Dormant, the accordion is replaced by a short message indicating no roles have been identified yet.

For the full reference on role states, contributor labels, and what to do about missing roles, see Account coverage.

Lifecycle tab

The Lifecycle tab shows the account's motion history — how it has moved through stages over time. This is documented separately in Account lifecycle.

Account Details tab

This tab covers the data behind the account, organized into several sections.

Enrichment Data — firmographic fields pulled from your CRM or enrichment source: Industry, Employees, Region, and Market Segment. The section only appears when at least one field is populated.

Linked Representations — the card is titled "Linked Representations (N)" on screen (CRM accounts, workspaces, and other linked identifiers). Records the system proposed automatically show a yellow Proposed badge with accept (checkmark) and reject (X) buttons. Records you've already confirmed show a Linked badge. For how proposed links are generated and what merge means, see Browsing accounts.

Product Org Details — the card is titled "Product Org Details (N)" on screen (your connected product workspace data). When one or more product workspaces are linked to the account, their details appear here: plan name, user count, MRR, trial status, last active date, and any enabled feature flags or custom fields from your product system. The section header shows how many workspaces are linked.

Leads — a collapsible list of every lead associated with this account. Each row shows the person's name, title, lead score (Hot / Warm / Cold), signal count, and last-active time. Expand a row to see their recent signals inline. A View all details → link at the bottom of each row opens the lead detail page for that person.

Hierarchy — the account's parent organization (if any) and its subsidiaries. Each entry links to its own account detail page.

Next steps

Account coverage — the full reference for coverage stages, role states, and the at-risk pattern
Account lifecycle — how accounts move through motions over time
Managing multiple ICPs — how Primary ICP assignment works and how to override it
Browsing accounts — the account list, domain grouping, and suggested links
Lead detail — activity history and score breakdown for one person
Role corrections — override a role assignment when the match is wrong