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Accounts brings together the companies you work with and the people at them, as Prism finds them. For each one it shows how engaged they are, when you were last in touch and any patterns it has found. People Prism cannot link to a company are listed separately under Unaffiliated people.

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Before you start

Tenant Owners, Workspace Admins and Workspace Members can open Accounts.

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Find an account

The top of the Accounts list, with Search, Show and Sort.
Select Accounts. To find one by name, type in Search…. To narrow the list, open Show and choose a view such as Has active pattern or Stale (>30d no contact). Open Sort and choose how to order the list, such as by Engagement or Last contact. Select the arrow at the start of a company’s row to list the people there. The list now shows only what you asked for. Engagement is a score out of 100 based on recent contact, open deals and open tickets, with a band from HIGH to DORMANT. Patterns counts the open patterns for that company. Next, read an account page.

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Read an account page

The top of a Prism account page, with the company's name, its engagement score and last contact, and cards for open deal value, relationship trend and linked entities.
Select a company to open its page. At the top are its engagement score and Last contact. The cards below show the Open deal value, the Relationship trend, which says whether contact is growing, stable or declining, and how many Linked entities Prism has tied to it. Under Patterns, the Active tab lists what Prism has found and how sure it is. Patterns that have been dealt with move to Acted on or Dismissed. Further down, Activity lists your recent contact with them, such as emails. Pipeline & support lists open deals and recent tickets, and Linked entities at this account lists the people Prism has linked to the company. Select Back to accounts to return to the list. Next, dismiss a pattern that does not need you.

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Dismiss a pattern

Tenant Owners and Workspace Admins can dismiss a pattern from the account page.
1

Open the account

Select the account in Accounts.
2

Dismiss the pattern

Under Patterns, select Dismiss next to the pattern.
3

Say why

Choose the reason that fits best.
4

Confirm

Select Dismiss.
The pattern moves to the Dismissed tab, with your reason. If it was waiting in the Feed, it leaves Needs Action there too. Next, connect more data.

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Troubleshooting

Choose a reason first. If you chose Other, type a short reason in the box that appears.
Prism reads email through your Gmail. In your profile, connect Gmail and select Enable reply detection.
Check that Show is set to All accounts, then search for it. A person Prism cannot link to a company is listed under Unaffiliated people at the bottom of the list.