Accounts are the source of all customer information in GleanView. Since GleanView is Account based, all other relevant data linked to each account can be accessed and managed here.
- Activity and Communication Logging
- Meetings and Events
- Billing and Shipping Address
- Custom Fields
Account List View
Filter the list using the Suggestive Search Box. (Suggestive Searching)
Customize the appearance and Field selections by using the Toggle Columns Box and dragging the columns left or right to place.
Select any Account to bring up the Account Overview Modal.
Account Information Widget
- Account Stage (System Field)
These are the Stages where another company’s relations stand with your company. This differs from Opportunity Stage, though Opportunities can define or change Account Stage.
Each Account stage is described as follows:
This stage indicates this account contains history of an Opportunity that has been statused as Closed Won. This account stage cannot be manually set and will not appear in the Account Stage drop down when a new Account is entered into GleanView.
This stage is the default for all new accounts entered into GleanView, and indicates an account with no defined sales Opportunities. Accounts in Lead Stage may contain contact history, but there is no Opportunity created under this account.
This stage is manually noted by a sales rep to indicate an account that is a Lead, but has been noted as a “high qualified” lead. Think of it as a “Tier II” lead, an in-between Lead and Potential stage
This is a stage manually noted by a sales rep to indicate an Account (or company) no longer wants to do business with your company.
Similar to Inactive, this stage is manually noted by a sales rep to indicate an Account is not ready to do business with your company at this time. For example, this is used when a contact at company says “we may be ready to have this conversation in 6 months when our current contract is up.”
This stage is automatically noted by a Form Submission, but can also be used manually by a sales rep. This stage indicates an unverifiable business inquiry or an account that does not contain any useful or valid contact information.
This stage is automatically noted when a new Opportunity is created within an Account. As long as the Opportunity does not status as Opportunity Stage “Closed Won” or “Closed Lost”, then the Account will remain in Account Stage Potential, unless manually changed.
- Organization Type
This is a customizable dropdown, typically reserved for noting the “Industry” or “Product Interest Category”.
- Assigned To
This indicates to whom the Account is assigned. This means the GleanView user will receive all notifications regarding contacts, opportunities, follow-ups, website activity, and email campaign-related tasks attached to this account.
- Lead Type
Sometimes referred to as “Lead Source”, this is a customizable dropdown for Lead origin tracking. This is very useful information for sales leaders to know where their leads are trending from.
This is the URL of the company you are working with. Providing the URL here provides a quick-access hyperlink from GleanView. If the account only uses social media sites to provide public information, please be sure to use the social media field options in Account Overview.
- Account Tags
Use Account Tags to make records easily searchable and group with like records. Great for List Views, Segment Building, Workflows and Custom Reporting, Click Here To Learn More.
- Account System Fields
Used throughout GleanView to help us connect data to reports, analytics, and keep everything organized.
These fields cannot be edited or deleted, but they can be hidden and moved to the bottom of the widget if you don’t want to use them.
Account Calendar Widget
View your upcoming and past events/tasks in this widget. Toggle to view when an Event is completed to keep track of your tasks throughout the day.
As an important part of the sales process, these are calendar events and reminders for sales users to help with organization and time management. Users can schedule the following types of Follow-Ups:
- All Day
Ideal for noting multi-day conferences/networking events, vacation time, or out-of-office notices, All Day calendar events can span over one day or multiple days.
- Scheduled- This is a calendar event that has a solid start and end time.
- Task- This is a calendar event that notes a “to-do” item that doesn’t necessarily have a scheduled time, but must be accomplished at some point during the indicated day.
Account Activity Widget
This is an actionable widget in GleanView, available under “Account”, “Opportunity”, and “Contact” overview. Use this widget to view activity and manually log items you are unable to automate (such as a cell phone call, or an email sent to your personal email). Toggle the Assigned To or Contact sections to view by a specific user or contact.
- Campaign Email Send
This indicates an email that was sent via a campaign.
- Phone Call Incoming
This indicates a call that was incoming from a contact associated with the opportunity.
- Phone Call Outgoing
This indicates a call that was outgoing to a contact associated with the opportunity.
- Synced Email Incoming
This indicates an email incoming from a contact associated with the opportunity.
- Synced Email Outgoing
This indicates an email outgoing to a contact associated with the opportunity.
This indicates that someone from the account was on the website. You may select the visit line to see exactly which pages on your website they visited.
- Web Order
This indicates an order placed via the web.
- Web Quote
This indicates a quote generated via your website.
Manually log calls, including information such as the exact call time, note whether it was incoming or outgoing, and notes specifically pertaining to the call for future reference. This is most useful for sales and customer service reps.
These are defined as face-to-face sales activity that cannot be recorded via call or email.
This is a note-taking tool that logs the notes automatically under the desired account. Users are also able to add attachments for future reference.
Account Engagement Widget
This section gives you a birds-eye view of the account statistics.
- Phone Time
This is the total phone time with all contacts within the account.
- Emails Sent
This is the total number of emails sent to one of the contacts within the account.
- Emails Received
This is the total number of emails you have received from a contact within the account.
- Last Sale Date
This is the date of the last sale associated with the account.
- Total Orders
This is the total number of orders for the account.
- Total Sales
This is the total number of sales for the account.
- Last Campaign Click
This is the last time a contact clicked on a campaign email.
- Last Campaign Open
This is the last time a contact opened a campaign email.
- Last Website Visit
This is the last time a contact visited your website.
- Total Campaign Clicks
This is the total number of campaign clicks for all contacts associated with the account.
- Total Campaign Opens
This is the total number of campaign opens for all contacts associated with the account.
- Total Website Visits
This is the total number of website visits for all contacts associated with the account.
Typically pulled from the account website, this is often used to hold the “About” information on the company you are trying to work with.
Shipping & Billing Information Widget
The account shipping and billing information can be entered into this section. You may select the pencil icon in the right hand corner to edit at any time.
Custom Fields Widget
This widget was designed just to give you extra space for custom fields you don’t wish to place in the other widgets.