In this article:
The Individual Record Page is the one place to see everything about a single account across your partners: which partners have it, who owns it on their side, the contacts and open opportunities they’re sharing, and what’s happened on it recently.
How to get there
From search in the navigation: type an account or lead name in the search bar and click the record.
From any List: select an account, open the account detail drawer, and click View details.
At the top of the page
The account name, Populations, owner, and quick buttons stay pinned at the top as you switch tabs:
View in Salesforce: open the record in your CRM.
Share with Partner: add the record to a Static List to collaborate with a partner.
Tabs
Overview: research at a glance, including:
the top recommended partners for the account, ranked by Partner Score
recommended key contacts you can add to your CRM
recent updates, like the account being added to a Shared List or coming up on a Gong call
Account Details: fields synced from your data source, plus the account’s products if you sync Products on Accounts.
Opportunities: your opportunities and your partners’ shared opportunities on the account.
Contacts: your contacts and the contacts your partners are sharing.
Activity: ecosystem activity on the account, such as overlaps being created or updated and partner data changes.
Your data and partner data
On the Account Details, Opportunities and Contacts tabs, your own data sits at the top. Each partner’s shared data is broken out below, and you can filter it by partner, Population, Partner Score or Partner Tag.
Click a partner’s row to expand it and see all the fields they share for this account.
