How do I find a specific account?

Go to Companies and type the account name or domain into the search box at the top of the Organizations tab. Results filter as you type.

What is a suggested account link?

When TrailSpark sees the same workspace ID or CRM account connected to more than one entry in your account list, it flags the entries as a potential match and asks you to confirm whether they belong together. You can accept (merge them into one) or reject (keep them separate).

What happens when I accept a suggested link?

The entries are combined into a single account. Their leads, signals, and coverage history are merged. You pick which entry's name and details carry forward as the primary record. This cannot be undone, so review the preview before confirming.

Why do some accounts show a 'Pending unification' badge?

TrailSpark identified more than one entry sharing the same domain and queued them for automatic consolidation. No action is required — the system will unify them once it has processed all the relevant signals. You can expand the row to see which entries are involved.

Browsing accounts - TrailSpark Docs

The Companies area

Companies (the nav link in the left sidebar) is where you browse, search, and manage every account TrailSpark is tracking. It lives at /settings/org-management and has three tabs:

Organizations — the full account list with search
Org Mapping — suggested account links waiting for your review
Buying Groups — the buying-group roster, grouped by ICP

Organizations tab

The Organizations tab lists every account in your workspace as a table. Each row shows the account name and domain, signal count, lead count, link count, and when the account was first seen.

Clicking a row opens the account detail page for that account.

Search

A search box at the top of the tab filters the table by name or domain as you type. The search is debounced — results update about 300 ms after you stop typing, and the table resets to page 1 on each new search.

Domain groups

When two or more entries share the same domain, they are grouped under a single domain header row instead of appearing as separate rows. The header shows the domain name, total signal count, and total lead count across all entries in the group.

Pending unification (amber badge) — the system queued these entries for automatic consolidation. No action required. Expand the row to see the individual entries; clicking any entry still opens its account detail page.
Conflict · N remaining (red badge) — multiple CRM accounts claim the same domain and the system cannot consolidate automatically. See Domain conflicts below.

Domain conflicts

A domain conflict means TrailSpark found more than one CRM account record connected to the same domain and needs you to decide how to route the entries that don't already belong to one of them.

Expand the conflict row to open an inline resolution panel. For each unassigned entry, pick which CRM account it should roll up to, or leave it unassigned for manual review later. You can also set a default CRM account for new entries that arrive under this domain going forward.

When you're done, click Apply assignments. Partially resolved conflicts stay visible until all entries are assigned.

Buying Groups tab

The Buying Groups tab shows the buying-group roster: all accounts tracked under buying-group ICPs, grouped by ICP. Each group has a rollup summary, and each account row shows its current coverage status.

This roster is documented in full — including status labels, rollup counts, the renewal view, and the Between motions section — in Account coverage. The Organizations tab is the right place to search and navigate to individual accounts; the Buying Groups tab is where you read coverage at a glance across your whole account base.

To filter the roster to a single ICP, use the ICP dropdown at the top of the tab.

Org Mapping tab — suggested account links

The Org Mapping tab shows link proposals: cases where the system noticed the same identifier (a product workspace ID or a CRM account) connecting to more than one entry in your account list.

These proposals appear when signals arrive from a workspace or CRM account that matches entries already tracked under different names. TrailSpark flags them here instead of merging automatically, because in some cases two separate companies genuinely share an identifier — for example, an agency and its client both authenticated through the same workspace.

The tab badge shows the number of pending proposals. When there are none, the tab shows a confirmation that all links have been reviewed.

Reading a proposal card

Each proposal card shows:

The identifier that matched (a workspace ID or CRM account value)
The type of identifier (shown as a Workspace or CRM Account badge)
How many account entries matched it

Expand a card to see the matching account entries — their names, lead counts, signal counts, and domains — as well as when the proposal was created.

Accepting a proposal

Click Merge on a proposal card to open the merge dialog. The dialog shows a preview of each matching entry, including its leads and signal counts, so you can confirm which entry has the fuller data.

Select one entry as the primary — its name, domain, and details will be the ones carried forward. All other entries will be merged into it: their leads, signals, and history combine under the primary account.

Click Accept & Merge in the dialog to confirm. The merge cannot be undone.

Rejecting a proposal

Click Reject to dismiss a proposal. The entries stay separate and the proposal is removed from the list. If a new signal arrives later that triggers the same match, a new proposal will appear.

Opening an account

From any tab, clicking an account name or row navigates to the account detail page, where you'll find coverage, roles, the signal timeline, and the full buying-group picture for that account.

Next steps

Account detail — coverage, roles, timeline, and the full buying-group picture for one account
Account coverage — how coverage stages and role states work, and the full buying-groups roster reference
Browsing leads — the full leads list, filterable by score and account
Lead detail — activity history and score breakdown for one person
Buying groups overview — how buying groups are built and tracked
ICP overview — setting up ICPs and role definitions