Account detail

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.

Admins also see a Re-score account button here, for queuing a fresh score on demand — for example, right after cleaning up which workspaces belong to this account (see Move out… below). Clicking it shows a Scoring queued confirmation, or Already queued if a score is already on its way.

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.

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 five tabs: Buying Group, Lifecycle, Signals, Score History, 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.

Signals tab

The Signals tab holds the Signal Activity card — the account's full signal history in one place, "Recent signals across everyone at this account, newest first." Unlike the per-person timeline on a lead detail page, this feed spans everyone at the account.

Each row shows the Lead the signal belongs to (a link that opens that person's lead detail page in a new tab), the signal's Type, Source, Name, Description, and Date.

Use the Per page control to show 10, 50, or 100 signals at a time, and Previous / Next to page through the history. When the account has no signals yet, the card reads "No signal activity for this account yet."

Score History tab

The Score History tab lists every propensity score the account has received — "Every propensity score this account has received, newest first." Where the Propensity overview card shows only the current read, this tab is the full record.

Each entry shows:

• The propensity at the time (High, Medium, or Low)
• The ICP the account was scored against
• The date of the score
• The confidence percentage
• The reasoning behind the score and the contributing factors, when available

A score that no longer reflects how the account is scored today carries a No longer current badge with a short, plain-language reason — for example "The account now matches a different ICP.", "The account is between ICPs and is not currently scored.", or "The account no longer matches any ICP." These entries stay visible as history; they are never the account's current score. When the account hasn't been scored yet, the tab reads "This account hasn't been scored yet."

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. Your CRM always wins when a field is set in both places — see Data Enrichment for how to connect a vendor and how enriched fields defer to your CRM.

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. When your system reports a last-active value, it's labeled Last Active. When it doesn't, TrailSpark shows an estimate based on recent product activity it has received for that workspace, labeled Last activity (from signals).

When an account has more than one linked workspace, a notice above the card explains that scoring uses the one marked Scored workspace, and that you can choose another below if that's the wrong one. That workspace's card carries a Scored workspace badge naming why it was picked — for example matches this account's domain, most product activity, most known people, highest revenue, most users, or you chose this once you've set it yourself. Occasionally, when nothing else distinguishes the workspaces, the badge reads no clear winner — chosen arbitrarily — that's a deliberate flag that the account is worth a look, not an error. Every other linked workspace shows a Use this workspace button; click it to make that workspace the one TrailSpark scores against instead, and the account is re-scored shortly after.

Move a workspace out. When an account holds more than one workspace, admins also see a Move out… button on each workspace's row. Use it when a linked workspace actually belongs to a different company that got combined into this account by mistake. It opens a preview first — nothing changes until you confirm it:

• Where the workspace is going — back to its own existing account if TrailSpark recognizes one, or a new account created for it.
• How many people move with the workspace, and how many stay on this account because they aren't tied to it.
• A note that existing scores on both accounts will be recalculated.
• Any review items that were only open because of this mix-up will close automatically.

Confirm with Move workspace out to apply it. If an account turns out to be several unrelated companies stitched together, repeat this for each workspace that's really its own company, then click Re-score account in the page header once you're done — TrailSpark scores the account you moved a workspace out of only once you ask, so a multi-step cleanup doesn't trigger a fresh score after every single move.

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