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Account Management

The Accounts page provides a comprehensive view of all companies engaging with your product or marketing. View account-level engagement, scores, and metadata to prioritize outreach.

Accessing Accounts​

Navigate to Analyze > Accounts to view your account list.

Accounts page showing the All Accounts and Unresolved Leads sub-tabs and an accounts table with rows for Lattice Fintech, Meridian Analytics, and Northwind Logistics, with columns for account name with domain, account level badges, account score, number of leads, and sessions

Account List View​

The accounts table displays:

ColumnDescription
AccountCompany name with the account's primary domain shown as a sub-line beneath it
Account LevelThe account's firmographic tier, based on your configured account levels
Account ScoreFirmographic fit score based on company attributes. Click the score value to open the Score Explain panel for a rule-by-rule breakdown
# of LeadsNumber of contacts associated with this account
SessionsNumber of browsing sessions across all contacts at the account

Filtering and Sorting​

The filter bar above the accounts table supports:

FilterDescription
SearchFind accounts by name or domain
Date RangeLimit to accounts with activity in a selected period (Today, Last 7 Days, Last 30 Days, Last 90 Days, All Time)
Account LevelShow only accounts at one of your configured account levels
Min ScoreShow only accounts with an account score at or above a threshold
OwnerFilter by the team member assigned to the top-scoring lead in the account
Has LeadsShow only accounts that have at least one associated lead

Sort by clicking column headers — account name, account level, account score, number of leads, or sessions.

Account Actions​

View Account Detail​

Click any account row to open the Account Detail View below.

Bulk Actions​

Select multiple accounts using checkboxes to:

  • Export to CSV — Download account data
  • Delete Accounts — Permanently remove accounts and associated leads
  • Add to Segment — Group accounts for targeted campaigns

To select all accounts: check the header checkbox, then click Select All Filtered Accounts if more than one page.

Export Accounts​

  1. Select accounts (or select all)
  2. Click Export
  3. Choose columns: account info (name, domain, ID), scores and levels, lead counts, activity timestamps, custom metadata fields

The CSV download includes all selected accounts with chosen columns.

Account Detail View​

Click any account to open the detailed view. The page is organized into a persistent Buying Committee panel below the account header, plus tabs for drilling into specific aspects.

Account detail page for Lattice Fintech showing the account score of 100, total leads of 4, active leads of 4, industry "Energy", and the last activity date at the top, with the Buying Committee tab open showing "Committee coverage: 4 of 7 roles (50%)", covered roles for Decision Maker, Champion, and Influencers, missing roles for Economic Buyer, End User, and Blocker, and a list of committee member rows below

Account Information​

The account header card displays key attributes at a glance: account score, total leads, active leads, industry, and last activity. Account names, domains, and most metadata fields are populated automatically from event properties, Account Field Mappings, and connected integrations (HubSpot, Salesforce, enrichment providers) — accounts are not edited inline on this page. To change an account's name or other firmographic data, update the source record in your CRM or enrichment integration, or adjust the field mappings that populate it.

Buying Committee​

The Buying Committee panel identifies the key stakeholders involved in the purchase decision. Each member is shown with their role, engagement level, and activity metrics.

Committee Roles:

RoleDescription
Decision MakerHas final authority on the purchase
InfluencerShapes evaluation criteria and vendor selection
ChampionInternal advocate who promotes your solution
KOLKey opinion leader whose perspective carries weight
OtherInvolved without a specific defined role

Managing the Buying Committee:

  • Add Member: Click Add Member, search for a lead from the account, choose a role, optionally add notes
  • Update Role: Click the role badge next to the member's name and select a new role
  • Remove: Click the remove icon and confirm

Auto-Detection: kenbun can automatically detect buying committee members based on engagement patterns and assign roles from activity data. Auto-detected members are marked as such. You can override auto-detected roles by manually assigning a new role; manual assignments are preserved during future auto-detection refreshes. Click Refresh Roles to re-analyze engagement data.

Leads Tab​

Shows all contacts at the account: contact name, engagement score, profile score, owner, last activity, and status. Click any contact to view their lead detail page.

Engagement Timeline​

View all account activity in chronological order. Each entry shows timestamp, contact name, event type, channel (website, email, product), and event details.

Filter the timeline by contact, event type, or channel to:

  • Understand engagement patterns
  • Identify which contacts are most active
  • Spot coordinated multi-stakeholder activity
  • See what content resonates
  • Track the buyer's journey

Account detail with engagement timeline

Surge History​

View surge activity spikes for the account: surge window, event count, contacts involved, primary channel, and surge multiplier. Surge behavior indicates increased buying intent, active evaluation, internal discussions, and time-sensitive opportunities.

Account Creation​

Accounts are created automatically when:

  • A lead with a new account_id is added
  • Events include an account_id not yet seen
  • Profile Mappings derive a new account from lead data
  • A contact is imported via the Chrome Extension from LinkedIn (the extension resolves or creates accounts based on company name)

You can also create accounts via the POST /accounts API endpoint. See the Accounts API.

Account Metadata​

Accounts collect metadata from event properties, lead properties, Account Field Mappings, and integrations (HubSpot, Salesforce, enrichment providers).

Common account metadata fields: company_size, industry, country, employees, revenue, plan, account_status.

Understanding Account Scores​

Account scores are calculated from Account Scoring Rules:

Account Score = Sum of Matched Account Rules

Example:

  • company_size = "Enterprise" → +50 points
  • industry = "Technology" → +30 points
  • employees > 1000 → +40 points

If an account matches all three: 50 + 30 + 40 = 120 points.

Account scores represent firmographic fit, not engagement. A high account score means the company matches your Ideal Customer Profile (ICP).

Account Score vs. Engagement Score​

CombinationWhat It Means
High account + high engagementTop priority — hot target account
High account + low engagementNeeds nurturing — cold target
Low account + high engagementMay not be ideal fit despite interest
Low account + low engagementLow priority

Account Levels​

Accounts are automatically assigned to levels based on their account score. Levels are configured in Account Levels with score thresholds. Example:

LevelRangeMeaning
Target80–100Top-tier accounts
Qualified50–79Good-fit accounts
Standard20–49Average-fit accounts
Low Priority0–19Outside ICP

Accounts move between levels automatically as their score changes.

Account-Level Triggers​

Set up automated actions when accounts reach specific levels, exceed engagement thresholds, experience surge activity, or match specific criteria. See Account Triggers.

Best Practices​

Prioritize by Combined Signals​

The best accounts have high account score (firmographic fit), high engagement score (behavioral interest), multiple contacts active, recent surge activity, and key stakeholder engagement.

Monitor Multi-Threading​

Accounts with multiple active contacts indicate internal discussions, cross-functional interest, and active evaluation — higher close probability.

Use Account Views for Sales Handoff​

When passing accounts to sales, share the account detail page link, key contacts and engagement levels, engagement timeline highlights, recent surge activity, and relevant metadata.

Regular Account Hygiene​

Merge duplicate accounts caused by domain variations. Update account metadata as you learn more. Review low-engagement accounts quarterly. Archive inactive accounts after 12 months.

Segment by Account Tier​

TierApproach
TargetHigh-touch, personalized outreach
QualifiedTargeted campaigns and nurture sequences
StandardGeneral marketing and self-service
Low PriorityMinimal resources, focus elsewhere

Troubleshooting​

Accounts Not Appearing​

  • Ensure leads have account_id set
  • Check date range filter isn't excluding them
  • Verify account level filter shows all levels
  • Search by domain to find specific accounts

Incorrect Account Names​

  • Include company_name or account_name in event properties
  • Configure Account Field Mappings to extract company name
  • Use enrichment integrations or your CRM to populate account names

Duplicate Accounts​

  • Ensure consistent account_id values across all events
  • Standardize email domains (use root domain, not subdomains)
  • Merge duplicates from the Accounts list page (select two accounts to enable Merge)
  • Update Profile Mappings to normalize account identification

Engagement Timeline Empty​

  • Verify events exist for the account's leads
  • Check date range covers the period with activity
  • Ensure leads are properly linked to the account
  • Confirm events were successfully ingested

API Access​