Account Detail
Everything Pact knows about one company — people, activity, ICP and health scores, the buying committee, and consent posture.
The account detail page is the single view of one company. It pulls together firmographics, the people who work there, every recorded activity, AI scoring, and the account's consent and territory posture. The layout is a wide left column for the record itself and a right rail of scores and at-a-glance panels.
Header and quick actions
The header shows the account name, industry, HQ country, and a clickable domain, plus a badge for the data provider that last enriched it. Three actions live here:
- Enrich Now — opens the enrichment matrix (see below).
- Add Note — appends a timestamped note to the timeline.
- Enroll in sequence — adds the account's contacts to an outbound sequence.
People and relationships
The Relationships strip surfaces what's connected to the account: open opportunities, sequences the account is enrolled in, active tasks, recent audit events, and social engagement.
Below it, the People card lists the named contacts on file — each with their title, role badge, and email / LinkedIn / phone links. If it's empty, an enrichment pass populates the leadership roster. Use View all to jump to the full contacts list scoped to this account.
Activity timeline
The Activity card is every event for the account, newest first, with tabs for All, Email, Signals, Notes, Comments, and Hierarchy. See Activity for the full list of event types and how they're logged.
Scores in the right rail
ICP score
The ICP score card shows a 0–100 progress bar, the tier, and a factor-by-factor breakdown — each factor lists its points earned out of its maximum. Factors include executive coverage, revenue fit, employee range, martech stack, buying signals, sector match, deal activity, and digital presence. If data is missing for a factor, the card calls it out so you know what to enrich next.
Health score
The Health panel is the account's risk picture: a current health score, a risk level and trend, an optional churn prediction, and a save task when one is open. Click Recompute to refresh it on demand.
Health vs. ICP
ICP measures fit — how well the company matches who you want to sell to. Health measures the state of an existing relationship — engagement, momentum, and churn risk. A Tier A account can still be unhealthy.
Buying committee and stakeholders
The Stakeholders panel maps the buying committee across the account's open opportunities — who's involved, their role, and links to reach them. If no committee has been mapped yet, discover one on an open opportunity to populate the view. Active stakeholder alerts appear directly beneath it.
Enrichment matrix
Enrich Now opens a matrix of fields (rows) against providers (columns). Select the cells you want, run the pass, and review an old-versus-new diff before confirming. Each cell shows its cost so you can see the total before committing. Enrichment runs as a background job — the page updates as results land.
Consent and territory
The Consent posture card rolls up granted, withdrawn, and suppressed consent across the company, with a per-purpose breakdown and inferred jurisdiction. The Territory visibility panel controls which territories can see the account and previews the consent implications of multi-jurisdiction sends. Per-contact consent is managed on the contact page.
Supporting a customer account
There's no per-account "open as support" button. Authorized staff access a tenant's records through admin impersonation — see User Management — which is fully audited.