Viewing Account Details

In Leads & Deals > Deals > Accounts, click on an account in the list to open it and display more information. The additional information is displayed in sections:

• Editable fields - identification data
  • Name and description
  • Industry
  • Account type
  • SIC Code
  • Size
  • Location and address
• Read only information
  • Source
  • Partner that requested the account
  • Created and Updated dates and users
• Attachments - files of supplementary information

If Ask IQ is enabled on your system, it can generate an overview of the organization. Ask IQ uses the organization’s data in Unifyr One Admin (company name, website URL, address, etc.) as reference and collates all information about the organization that’s available on the internet.

You can click the icons to give feedback about the notes. Hover over the notes to expose them. For more information, see Giving Feedback on AI-Generated Responses and Content.

For more information about Ask IQ, and how to enable it, see Unifyr One's AI Assistants.