People → Accounts page lists all the saved companies from the database of your contacts in your Reply account.
Once you click on the account's name in the grid, the individual page and the account's sidebar will be shown.
The individual page and sidebar provide you with all the details related to the company and your interactions with it, as well as the interactions of your team members on the Reply platform. You can easily check all the updates on the account and have easy access to contacts that belong to it.
The individual account page includes several components.
1. Activity tab
This tab allows you to view the history of all activities done by you or your team members on the Reply platform with the contacts that belong to the selected account. All activities are listed in historical order, with the most recent activities on top. There is a short description of each action and the exact time and date of the activity.
You can also filter activities by such criteria as:
All events. Filter activities by type of event. Available types are Emails, People, Sequences, Calls, SMS, Tasks, Meetings, LinkedIn, Account, and Other. Select one or more options from the list and click "Apply."
All users. Filter activities by Reply user who initiated them. Check "Me" in the list to view all activities triggered by yourself, or select any other team member from the list. Click the Apply button.
All time. Set the timeframe during which activities were triggered.
2. Notes tab
The Notes tab lists all the comments you and your team members have made that may give useful information about how the account and its contacts are being processed in Reply.
Near the Notes heading, the total number of notes is shown. All notes are listed in historical order, with the most recent notes on top.
Filter notes by such criteria as:
All users. Filter notes by team members who created them.
All time. Set the timeframe during which notes were created.
To add a note to an account, click on the "Take a note" text field. Type the text and click "Save."
3. Account sidebar
The sidebar lets you view detailed information related to the account.
Sidebar element | Description |
| Perform such actions with the account:
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2. Analytics of interactions | View the analytics of all interactions made with the company in the Reply platform:
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Label with the assigned stage of the sales process. | |
4. The number of contacts that belong to the account | If clicked, a list of contacts will be shown. |
5. Last activity date | The last time you or your team members interacted with the company. |
6. Icons to quickly access the social media accounts of a company | Quickly view the social media accounts of the company. |
7. Detailed account information |
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