Understand an account

Open Accounts and select the account you want to review.

Review the account context

The account page brings together available relationship context, risks, positive signals, deals, and contacts. Use it to prepare for a call, understand a concern, or check the context behind a suggested follow-up.

• Read the risks and positive signals to understand what may need attention.
• Review the available deals for the commercial context of the relationship.
• Check the contacts so you know who is involved before reaching out.

Prepare for your next conversation

For example, before contacting an account about a stalled deal, review the deal details and the signals Cenara has found.

Write down the concern you want to resolve and the next step you want to agree on. Read the available context before assuming that an older concern is still open.

If a contact or deal is missing

What appears depends on the information available from your connected sources. If a contact or deal is missing, check the original record and confirm that its source is connected.

Check the original record in the source tool. Confirm that you are looking at the same account and that the record belongs to the workspace connected to Cenara.

Keep your CRM records current so Cenara can work from accurate account information.