The single account page helps you manage a specific company and its related contacts in one place. You can view account information, track activity, and manage contacts without switching between pages.
When you click an account name on the People → Accounts page, you open the account sidebar on the right side of the screen with key company details. You can edit this information at any time.
From here, you can click the Open individual account page button.
The page includes four tabs:
Contacts
Activity
Logs
Notes
Let's go through them one by one.
Contacts tab
The Contacts tab shows all contacts linked to the account. From here, you can view and manage contacts in one place.
At the top, you can use quick filters to narrow down the contact list:
All, My, Opened, Replied, Bounced, Opted Out, To Call, Clicked
Clicking a contact opens their contact card. There, you can view and edit contact details, and access related activity, sequences, and emails.
Bulk actions
You can select one or more contacts and apply actions from the top bar:
Validate emails
Move to sequence
Move to lists
Move to account
Change status
Log a meeting
Remove from account
Change owner
Export to CSV
Set stage
Blacklist or unblacklist contacts
Add new contacts
Click New contact to add contacts to the account. You can choose one of the following options:
Import from CSV
Add from existing
Create manually
LinkedIn search
Once added, contacts are automatically linked to the account.
Activity tab
The Activity tab shows all contact-related activity within the account performed by you and your team.
Activities are listed in chronological order, with the most recent at the top. You can see actions such as adding contacts to an account, updating statuses, or adding contacts to sequences.
Each entry includes the action, timestamp, and the team member who performed it.
You can filter activities by:
Event type – Emails, Calls, People, Sequences, SMS, Tasks, Meetings, LinkedIn. You can select multiple types.
Owner – Filter by the team member who performed the action.
Time range – Last Week, Last Month, Last Year, All Time, or a custom period.
Logs tab
The Logs tab shows all account-level activity performed by you and your team.
It includes changes and updates made to the account, helping you track its full history and context.
Notes tab
The Notes tab shows all notes added by you and your team for the account.
You can view all notes in chronological order and see the total number of notes.
To add a new note, use the Take a note field and click Save.