CRM Account Detail

One account's full relationship record — contacts, deals, subscriptions, activity history, and AI enrichment, all in one place.

What it is

The full working record for a single CRM account — everything your team knows about one organization, in one page. Open it from the Accounts list or from a deal/contact that references it.

The profile panel

Editable inline: account name (and an Arabic name if set), segment, region, source (locked from editing unless you're a CRM Admin — sourcing data has an integrity reason to stay admin-controlled), owner, and free-text notes. A parent account link appears if this account rolls up under another. AI enrichment can pull outside signal on the organization into an enrichment card you can show or hide.

The four tabs

  • Contacts — every person linked to this account, with role, email, phone, and a primary-contact badge. Add Contact links a new person here.
  • Deals — every deal tied to this account: stage badge, value, win probability, expected close date, owner. Click through to open it on the Pipeline board. New Deal creates one pre-linked to this account.
  • Subscriptions — recurring revenue tied to the account: status, billing cycle, MRR, renewal date. New Subscription adds one.
  • Activity — a log of interactions (calls, meetings, notes) for this account, viewable and addable depending on your permissions.

Tabs for Deals, Subscriptions, and Activity are disabled entirely if you lack the corresponding view permission, rather than showing an empty state that implies there's nothing there.

How it fits your workflow

Use this page as the single place to catch up on an account before a call, log what happened after one, and track whether a deal or subscription tied to it needs attention — instead of piecing the picture together from the Pipeline board and Accounts list separately.

Getting started

Open an account before your next call with them, check Deals and Activity for context, and log what happens afterward in Activity so the next person who opens this page isn't starting from zero.