Accounts

Accounts is the heart of ArcGlass. The list shows every account with its health status (at risk, watch, new, or on track) and how long it has been since the last customer contact. Open an account to reach its detail tabs.

Account detail tabs

Each account opens to a set of tabs, documented on its own page:

• Overview — status, the reason, the recommended move, open commitments, key people.
• Stakeholders — the people, with role, authority, and disposition.
• Activity — the timeline of meetings, calls, and emails.
• Prep Brief — a meeting-ready brief for the account.
• Trends — how the relationship is moving over time.
• Memory — the living, versioned account memory.

Generate deck

The Generate deck button builds a customer deck from the account's memory — see Generate deck.