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 and breaks them up into the various opportunities for that 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 from any view in Chorus. Examples include clicking on the Account on the individual recording:
Or from global search:
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. Each recording will have the Next Steps and Risks our AI has identified for each individual call. You can also select specific trackers to examine across all calls with that account by clicking "Edit Trackers."
To drill down into the interactions for a specific opportunity on the Account, click "View Deal" to be taken to the Deal Page. For more information on Deals, click here to learn more about Deal Hub.