View Account Summary in a Banner

A banner appears at the top of the foldout page when viewing a sales account and provides a concise, 2–3 sentence snapshot of the account’s engagement and overall health. It highlights the most relevant recent interactions, key upcoming milestones, and any immediate risks or concerns. Its purpose is to give teams a quick, actionable view of the account’s current status, with the option to expand for more detail.

The banner enables teams to immediately assess the health and engagement status of a sales account without searching through data or reports. By surfacing the most critical insights at the moment of account access, it helps:

• Accelerate decision-making by quickly revealing urgency, risks, and momentum

• Improve productivity through reduced time spent navigating multiple screens for context

• Strengthen customer relationships by prompting faster follow-up and proactive engageme

Steps to Enable and Configure

Enabled out of the box.