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DocumentationJourney Optimizer B2BJourney Optimizer B2B Edition Documentation

Account details

Last update: Wed Feb 05 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

When you click an account name from anywhere in Journey Optimizer B2B Edition, the account details are displayed. This information provides useful information about the account, including generative AI summaries.

Access the account details {width="700" modal="regular"}

NOTE
Intent data is included when it is configured for your Journey Optimizer B2B Edition instance. It also requires one or more published journeys or created buying groups. For more information about the Intent Detection model and how to submit keywords, products, and categories, see Intent Data.

The account details page is comprised of three primary sections:

Account overview

Account overview {modal="regular"}

The account overview section includes the following account information:

  • Account name
  • Number of people in the account
  • Industry
  • Open opportunities
  • The three most recent account journeys where the account is currently in use (click the name to open the journey details)
  • Generative AI summary of the account, which includes information about the top engaged buying groups.

Contact coverage

Account contact coverage {width="800" modal="regular"}

The Contact coverage section displays the number of contacts from the account with a specific role associated to a solution interest. Assignment of role and solution interest is based on the buying group roles template. Click a cell to display detailed information:

  • Description, in the following format: x people have y role for z solution interest
  • Columns
  • Name
  • Account
  • Job title
  • Buying group
  • Person engagement score
  • Last activity
  • Details

Click the Filter ( Filter icon ) icon at the top left to filter the data display using any of these attributes:

  • Solution interest
  • Time period

Contact overlap

Account contact overlap {width="800" modal="regular"}

The Contact overlap section displays contacts from the account who are part of more than one buying group as a result of being associated with several solution interests. This information is in the form of a table with the following columns:

  • Name
  • Job title
  • Account
  • Solution interest

Click the Information ( Information icon ) next to the contact name to display a table with the following details:

  • Buying group (click the name to open the buying group details)
  • Role
  • Solution interest
  • Product intent (if configured)
  • Product

Click the Filter ( Filter icon ) icon at the top left to filter the data display using any of these attributes:

  • Solution interest
  • Roles
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