Track account activity with Account Insights

The quick way on the Web App

1. Hover over the Shares tab and select Accounts.
2. Find an account with search or filters, or add a new account.
3. Click an account to view its summary, activity, and linked items.
4. Click Link items to connect meetings, Shared Spaces, and Shares to the account.

Do this step by step on the Web App

View the account list

The account list is shared across your organization. Every seller sees the same accounts, but you only see the activity details you’re part of. Learn how accounts and visibility work.

1. Hover over the Shares tab and select Accounts.
2. Review the list of accounts. For each account, you see its Name, Type, Next Meeting, and linked Shared Spaces.
3. To find a specific account, enter its name in the Search field.
4. To narrow the list, use the Filter by options:
   • CRM Object Type: Show only one type of CRM record, such as contacts or opportunities, or any other object type associated with a linked account. The types available depend on the CRM record types enabled for your organization.
   • All Accounts or My Accounts:
     • All Accounts shows every account in your organization.
     • My Accounts shows only the accounts you own, which are the ones you added first.

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Add an account

Accounts are added automatically when you and your team relate a meeting, Share, or Shared Space to a CRM record. You can also add one yourself, for example, for a CRM record that hasn’t been added yet or a customer who isn’t in your CRM.

1. On the Accounts page, check the CRM status in the upper right. If you see ‘No CRM connected’, click Connect CRM, select your CRM instance, and sign in. When you see CRM Connected, you’ll be able to sync CRM objects. You don’t need a CRM connection to create an account manually.
2. Click New.
3. Select how you want to add the account:
   • Sync an existing CRM object: In the Select CRM Record field, start typing the record's name. Matching records appear with their type, such as Opportunity, Contact, or Account. Select the record you want. This copies the record’s details into Showpad once. Later changes in your CRM don’t update the account in Showpad.
   • Manually create one: Enter the account name in the Name field.
4. Click Create.

The new account appears on the Accounts page and in your My Accounts list. Accounts synced from your CRM show their CRM record type. Accounts you create manually show the Showpad logo next to their type.

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View an account

Click any account in the list to open its page. Here's what you'll find:

• Account header: The account name, its type, and when the next meeting is.
  • If the account is linked to your CRM, click Open in CRM to open the contact, account, or opportunity in your CRM in a new browser tab.
• Account summary: A short AI-generated overview of the account, along with the date range it covers and the number of activities it's based on. Learn how to use the account summary.
• Activity: A chart of meetings, emails, content, and Shared Space activity by month, plus the latest activity. Learn how to explore the timeline.
• Next meeting: The date, time, and participants of the next meeting with this account. Click View briefing to open the meeting's Briefing tab in a new browser tab.
• Emails & links: The Shares you've sent to this account, with the number of visitors and items viewed. Click a Share to open its insights in a new browser tab.
• Shared Spaces: The Shared Spaces linked to this account, with the most recent buyer visit. Click a Shared Space to open it in a new browser tab.

To return to your list of accounts, click Accounts in the upper left.

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Use the account summary

The account summary gives you a quick read on where the account stands, based on its linked meetings, Shared Spaces, and Shares. When the summary is generated, it can also draw on current details from the CRM record, such as opportunity stage or close date. If an account doesn't have enough activity yet, you'll see No Account summary yet until there's more to draw on.

1. In the Account summary section, click Read full summary.
2. Review the full summary under What you should know.
3. To refresh the summary with the latest activity, click the regenerate icon.
4. To copy the summary to your clipboard, click the copy icon.

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Explore the activity timeline

See how engagement with an account has changed over time, and focus on the activity that matters to you.

• In the Activity section, click Full timeline.
• Hover over a month in the chart to see the number of meetings, emails, content, and Shared Space activity for that month.
• To see only one month's activity, click that month in the chart.
• Use the arrows next to the date range to see earlier or later months.
• To narrow the activity list, use the Filter by options:
  • All activity or Highlights
  • All types: Select Meetings, Emails, Content, or Shared Spaces.
  • Date: Choose a date range.
• To find a specific activity, enter a keyword in the Search field.
• To remove all filters, click Clear filters.

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Link items to an account

Meetings, Shares, and Shared Spaces that you relate to a CRM record are linked automatically. Use Link items to add anything that isn't linked yet, so the account's summary and timeline reflect your full engagement.

1. On the account page, click Link items. You can also click Link items in any empty section of the page.
2. Find the items you want to link. You can link meetings you organized, Shared Spaces you’re a participant in, and Shares you sent:
   • On the All tab, enter a keyword in the Search field.
   • To browse by type, select the Meetings, Shared Spaces, or Shares tab.
3. Select the checkbox next to each item you want to link.
4. Click Save. Teammates who are also part of an item see its details on the account. Everyone else sees it’s linked and marked Not shared with you.

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Manage linked meetings, Shares, and Shared Spaces

1. In the Next meeting, Emails & links, or Shared Spaces section, click See all. Meetings you didn’t organize and Shared Spaces you aren’t a participant in appear without details and are marked Not shared with you. A meeting a teammate organized with this account doesn’t appear in Next meeting, even if the account summary mentions it.
2. In the Linked items window, select the All, Meetings, Shared Spaces, or Shares tab.
3. Click the three dot menu next to an item, then select an option:
   • Open: Opens the meeting, the Share’s insights, or the Shared Space in a new browser tab. You can open only meetings you organized, Shared Spaces you’re a participant in, and Shares you sent.
   • Unlink: Removes the item from this account for everyone in your organization. It doesn’t delete the item. You can’t unlink items marked Not shared with you.

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Edit or hide an account

The Accounts page is shared, so these changes affect every seller in your organization.

1. On the account page, click the three dot menu next to the account name.
2. Select an option:
   • Edit: Update the account name and click Save. The new name appears only in Showpad. It doesn't change the record in your CRM.
   • Hide in Showpad: Click Hide to confirm.

Note: When you hide an account, it's hidden from Showpad for all users. Hiding doesn't affect your CRM, and the account can be added back to Showpad later.

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