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Accounts

The Accounts view gives you a unified, account-level perspective on engagement. Instead of looking at individual leads in isolation, you can see all the activity happening across an entire company -- helping you identify which accounts are most engaged and ready for outreach.

Accounts are part of LeadVibe's Account-Based Marketing (ABM) capabilities. To use this feature, ABM must be enabled in your workspace settings.

What You'll See​

The accounts table shows:

  • Account Name: Company name (derived from domain or account metadata)
  • Account Level: The account's firmographic tier (e.g., "Target", "Qualified", "Standard")
  • Account Score: Firmographic fit score based on company attributes
  • # of Leads: Number of contacts associated with this account
  • Sessions: Number of browsing sessions across all contacts

Accounts list page showing the accounts table with account name, domain, account level badges, account score, lead count, and sessions columns

Finding Accounts​

Type a company name or domain to instantly find a specific account.

Date Range​

Use the date range controls to filter accounts by activity period:

  • All Time - Show all accounts regardless of when they were active
  • Today - Accounts with activity today
  • Yesterday - Accounts active yesterday
  • Last 7 Days - Active in the past week
  • Last 30 Days - Active in the past month
  • Last 90 Days - Active in the past quarter

Column Visibility​

Click the column visibility toggle to show or hide columns in the table. Choose which data points matter most to your workflow:

  • Account name and domain
  • Account level
  • Account score
  • Number of leads
  • Sessions

Account Detail Page​

Click any account row to open the detailed account view, which provides a complete picture of the company's engagement.

Account detail page showing account score, total leads, active leads, industry, and last activity at the top, followed by Account Metadata and Leads in this Account sections, and an Engagement Timeline at the bottom

Account Header​

The header card displays key metrics at a glance:

  • Account Score - Current firmographic fit score
  • Total Leads - Number of contacts linked to this account
  • Active Leads - Contacts with activity in the last 30 days
  • Industry - Company industry (if available)
  • Employees - Company size (if available)
  • Revenue - Revenue range (if available)
  • Last Activity - When any contact last engaged

Account Metadata​

View firmographic and company data collected through event properties, field mappings, and integrations. Common metadata includes company size, industry, country, and revenue range.

Leads in This Account​

See all contacts associated with the account:

ColumnDescription
AliasContact name or email
Engagement LevelIndividual lead engagement tier
Profile LevelProfile fit tier
Last ActivityWhen this contact last engaged

Click any contact to navigate to their individual lead detail page.

Engagement Timeline​

The engagement timeline shows all activity across the account in chronological order. Each entry includes the timestamp, which contact took the action, the event type, and the source channel.

Use the timeline to:

  • Spot multi-threading (multiple contacts engaging simultaneously)
  • Identify which content resonates with the account
  • Track the buyer's journey across stakeholders
  • See engagement surges in real time

Account engagement timeline showing recent events across all contacts

Creating Accounts​

Accounts are created automatically when leads with new account_id values are detected. You can also create accounts manually:

  1. Click Create Account in the toolbar
  2. Enter the account name and domain
  3. The new account is created and you're taken to its detail page

Unresolved Leads​

The Unresolved tab shows leads that have not yet been associated with an account. These are contacts whose email domain or account_id did not match an existing account.

From the Unresolved tab, you can:

  • Assign to an existing account - Link a lead to a company already in your system
  • Create a new account - Create a new account and assign the lead to it

Resolving unresolved leads ensures your account-level analytics are complete and accurate.

Bulk Actions​

Select multiple accounts using the checkboxes to perform bulk operations:

  • Select individual accounts - Check the box next to each account
  • Select all filtered accounts - Check the header checkbox to select everything matching your current filters
  • Export to CSV - Download account data (domain, name, score, lead count, surge status) for reporting or analysis
  • Delete accounts - Permanently remove selected accounts and unlink their leads

Common Workflows​

Prioritize Target Accounts​

Goal: Focus sales effort on the accounts that matter most

  1. Filter to the Last 7 Days date range to see recently active accounts
  2. Look for accounts with high account scores and multiple active leads
  3. Click into top accounts to review their engagement timelines
  4. Share promising accounts to Slack from the detail page

Identify Multi-Threaded Opportunities​

Goal: Find accounts where multiple stakeholders are engaged

  1. Sort by # of Leads to find accounts with the most contacts
  2. Open the account detail page
  3. Review the leads table to see engagement levels across contacts
  4. Check the engagement timeline for coordinated activity patterns

Monitor Account Health​

Goal: Track engagement trends across key accounts

  1. Search for a specific account by name or domain
  2. Open the account detail page
  3. Review the engagement timeline for recent activity
  4. Check whether active lead count is growing or shrinking
  5. Note which channels are driving the most engagement

Resolve Unmatched Leads​

Goal: Ensure all leads are properly grouped into accounts

  1. Switch to the Unresolved tab
  2. Review leads that have not been assigned to accounts
  3. Assign each lead to an existing account or create a new one
  4. Return to the All tab to see updated account-level metrics

Export Account Data for Reporting​

Goal: Generate reports for leadership or sales reviews

  1. Apply filters to narrow down to the accounts you need
  2. Optionally select specific accounts using checkboxes
  3. Click Export to download a CSV file
  4. Use the CSV in your reporting tools or spreadsheets

Best Practices​

1. Keep Account Data Clean​

Regularly visit the Unresolved tab to assign orphaned leads. Unresolved leads mean your account-level metrics are incomplete -- you might miss that a "Target" account has more engaged contacts than you realize.

2. Combine Account Score with Engagement​

Account scores measure firmographic fit (company size, industry, revenue). Pair this with engagement data to find your best opportunities:

  • High account score + Multiple active leads = Top priority
  • High account score + No recent activity = Needs re-engagement
  • Low account score + High engagement = Worth investigating, may not be ideal fit

3. Use Date Ranges Strategically​

  • Use Last 7 Days for daily/weekly sales stand-ups
  • Use Last 30 Days for monthly pipeline reviews
  • Use Last 90 Days for quarterly business reviews
  • Use All Time to audit account coverage

4. Review Engagement Timelines Before Outreach​

Before reaching out to an account, check its engagement timeline. Understanding what content they have consumed and which contacts are active helps you personalize your outreach and avoid redundant touches.

Troubleshooting​

Accounts Not Appearing​

Problem: Expected accounts are missing from the list.

Solution:

  • Verify that ABM is enabled in Configure > Settings > Scoring Settings
  • Check your date range filter -- it may be excluding older accounts
  • Ensure leads have account_id set in their events or metadata
  • Search by domain to find specific accounts

Account Score Shows Zero​

Problem: An account exists but its score is 0.

Solution:

Engagement Timeline Is Empty​

Problem: No events appear in the account's engagement timeline.

Solution:

  • Verify that leads linked to this account have recent events
  • Check the date range on the timeline view
  • Confirm that events were successfully ingested for these leads

Leads Not Grouped Under the Right Account​

Problem: Contacts from the same company appear under different accounts.

Solution:

  • Ensure consistent account_id values across all events for the same company
  • Use the Unresolved tab to manually assign misplaced leads
  • Configure Profile Mappings to normalize account identification from email domains

API Access​

Manage accounts programmatically: