06Prospecting & CRM5-minute read
Account Detail: Work the Exact Customer
Use the customer profile as the center of calls, visits, AI updates, deals and quote requests.
Before you begin
- Open an account from Accounts, the dashboard, a map or a converted research result.
Step-by-step instructions
- 1
Verify identity
Check the business name and site address at the top of the account.
- 2
Review decision-maker information
Check contacts, phone numbers and email addresses before reaching out.
- 3
Choose an action
Select Call & Track, Log Call, AI Rapid Update, Manual check-in or Request Quote.
- 4
Read activity history
Review existing calls, check-ins, deals and follow-ups to avoid repeating work.
- 5
Save the next step
Update the record after a real milestone, including a date and purpose for follow-up.
Expected result
Your work stays attached to the correct customer profile.
Sales best practice
A useful account makes it clear who decides, what they need and what should happen next.