Accounts and evidence
Open an account to see why it scored, its signal history, and everything you need before you reach out.
Click any store to open its account page. This is where you see why a store scored the way it did and gather what you need before you pitch.
Why this account scores
The Overview tab breaks the score into Fit, Intent, and Opportunity, each with a short plain-English reason. This is the evidence you can point to when you decide whether a store is worth your time.
Store context sits alongside it: products, reviews, mobile speed, theme, and installed apps, so you know the shape of the store at a glance.
Set the status
Use the Status control to move an account through your workflow: Suggested, Prospect, Customer, Churned, or Not a fit. Setting a status keeps your list and pipeline in sync.
Tabs
- Overview: the score breakdown and store context.
- Activity: notes and history. Type in Write a note and click Add note; filter by All, Your activity, or System.
- Deals: the deals on this account, with a running Total pipeline. Click Add deal to start one.
- Contacts: the people you have added for this store.
Generate a report from here
The Growth Report band lets you generate the report for this store and, once it is ready, view or send it without leaving the account.
Related
Updated July 6, 2026