The Account Page is a useful page for tracking all recordings, calls, and opportunities tied to an account. This is a great page for team alignment because it shows all of the prior interactions with a given account.
You can see a list of recordings, crucial deal information such as the number of times key competitors came up, or topics such as budget risks. Based on the key topics you care about for that particular deal, you can drill into specific recordings with the context of what you want to listen for in mind.
You’ll see the Account Page whenever you click on the Account URL from any view in Chorus.
Examples include finding an account via “Search -> Accounts”:
Like most pages in Chorus, the recordings are organized in order of recency. It will show the latest recording for each deal/opportunity in the account.
The “view detail” drop down expands to show you key information about that deal/opportunity (Owner, Stage, Closing Date, and Size).
The table for each opportunity will display the 3 most recent associated recordings. To see all of the recordings for that deal click “View All Recordings” in the bottom right of the card for that opportunity.
Each recording will have the Next Steps and Risks our AI has identified. You can comment or share on these moments right from the Account Page!