Skip to main content

​
Overview

Your book of business brings together the companies assigned to you, account research, and suggested prospects. Use it to decide where to spend your time and prepare for your next conversation. Your team’s engagement policy defines which accounts belong in your book. If you need to understand which accounts you can claim or contact, start with account eligibility.

​
Choose an account

Open your book of business and review the accounts near the top. Rankings take account fit, timing, signals, and engagement history into consideration. The table helps you compare that context across accounts: Fit and timing range from Poor to Great. Open Book ranking to see the signals your team uses to prioritize accounts. Learn how to adjust your ranking. Use the user selector to view a teammate’s book. Actions on those accounts follow your own engagement policy.

​
Prepare your outreach

1

Review the account context

Click a company name and open Intel. Review the fit and timing explanations, the history of your team’s interactions, and the supporting signals. Use this context to decide whether to begin a new conversation or follow up on an existing one.
2

Choose a prospect

Review Key prospects in the account’s intel. Each recommendation explains why that person may be relevant to your outreach.You can also expand the arrow beside a company in your book to see prospect cards. Click a person’s name to review their details, or click the card to open the account’s intel.
3

Plan the next conversation

Review Angles in the account’s intel for suggested ways to approach the conversation. Check the supporting context, then click the prospect’s name to review their recent activity before choosing your next action.From the person’s details, create a task for a follow-up you want to handle yourself or enroll them in a sequence. Unify checks your team’s engagement rules when you take the action.

​
Save a useful view

Use views to return to a focused set of accounts. For example, filter for strong fit when planning new outreach, or use a view filtered by engagement status to revisit accounts your team has already worked.
1

Choose filters and columns

Click Filter to narrow the book by fit, timing, company, or CRM status. CRM status uses the account stages from your CRM. Open Display options to choose and arrange the columns you need.
2

Save the view

Open the view menu above the table and choose Create new view. Give the view a name and click Create view. It saves your current filters and column layout as a personal view.When you change an existing view, click Save to keep the changes or Reset to return to its saved settings.

​
Review book activity

Open Activity to see accounts added to or removed from a book and who claimed them. Bulk changes appear together so you can review a reassignment without working through a separate entry for every company.

​
Questions

Open the company’s intel and click Generate intel. You can also select companies in your book and generate intel for them together. Generation can take several minutes.Your administrator controls intel availability and your monthly allowance for manual runs in intel settings. Generating intel consumes credits based on the AI work performed.
Your team’s policy uses an ownership field to determine book membership. Ask your administrator to check the account’s owner and your policy assignment. You can review the ownership field in your team’s rules.