Account lifecycle

The Lifecycle tab

The Lifecycle tab on any account detail page shows the account's buying-group history as a chronological record of what changed and when. Where the Buying Group tab shows the account's current state, the Lifecycle tab shows how it got there.

The history is organized into eras — one era per ICP the account has been scored under.

Eras

An era is the span of time during which an account held a particular Primary ICP. Each row in the Lifecycle tab represents one era: it shows the ICP name, a date range, a badge, and the events that happened within that window.

Current vs frozen-prior

Each era carries one of two badges:

BadgeWhat it means
current (plain text, no background)This ICP is the account's active Primary ICP. The era is open — events continue to be added.
frozen · prior (small pill, slate background)The account has since moved to a different ICP. This era is closed; no new events will be added to it.

The current era is expanded by default. Prior eras are collapsed and can be opened by clicking the row.

When an account re-enters an ICP it previously held, two separate eras for that ICP appear in the list — one frozen from the first stint, one current from the return. Each era is self-contained.

Events within an era

Inside each era, events are listed in order from earliest to latest. Each event shows what changed and the date it was recorded.

Event types

Event labelWhat it records
First trackedThe account was picked up for the first time under this ICP
Reached CompleteEvery required role was filled
Group reactivatedThe stage moved from Dormant back to Forming after a period of inactivity
Slipped back to FormingThe stage regressed from Complete — a previously filled role was lost
[Role name] identified — [person]A person was matched to a role (present but not yet active)
[Role name] engaged — [person]A person in a role generated signal activity and became active
[Role name] coverage lostThe assignment for a role was removed and the role is now missing
Gap opened: missing [role]A required role that was previously filled is now open — an acquisition gap appeared
Gap closed: [role]A required role that was missing is now filled — the gap was resolved
Stalled — went quietBuying activity stopped across the account; the stall flag was set
Re-engagedSignal activity resumed after a stall
Moved to [ICP name]The account's Primary ICP changed — this event closes the current era

A single recompute can generate more than one event. For example, one recompute might record both Gap opened and Gap closed if one role was lost and another was filled at the same time — the event line shows both, separated by a semicolon.

If an era shows "No recorded events yet." the account was assigned to that ICP but has not yet been recomputed since the assignment. Use the refresh icon next to the last-updated timestamp on the Buying Group tab's coverage card to trigger a recompute.

Why an account's ICP changes

An account's Primary ICP is assigned by TrailSpark's ICP-priority logic: TrailSpark walks your ICPs from highest to lowest priority and stops at the first one whose Eligibility rules the account satisfies. When that match changes — because the account's firmographic data changed, because Eligibility rules were updated, or because ICP priority order was adjusted — the account moves to a different ICP and a new era begins.

For the full picture of how Primary ICP assignment works, how "Also matches" secondary ICPs appear, and how to pin an account to a specific ICP, see Managing multiple ICPs.

What the Lifecycle tab does not show

The Lifecycle tab records buying-group coverage changes, not raw signal activity. It will not show individual page views, form submissions, or signal-point tallies. Those live on each person's lead record.

For a full reference on the coverage stages that appear in these events (Dormant, Forming, Complete), role states (Engaged, Identified, Missing), and the at-risk fading-star pattern, see Account coverage.

Next steps

  • Account coverage — the full reference for coverage stages, role states, and the at-risk pattern
  • Managing multiple ICPs — how Primary ICP assignment works and how to adjust it
  • Account detail — the full account page, including the Buying Group tab and Account Details tab
  • Browsing accounts — the account list and how to filter by ICP and stage