Track activity with the account page

The account page centralizes account activity, communication history, and CRM data. This provides a complete view of every interaction from initial contact to scheduled calls.

Whether you’re in sales, customer success, or RevOps, the account page helps you:

• Keep deals on track: Spot neglected accounts, uncover customer concerns, and make informed decisions.

• Assess engagement level: Identify stakeholders and how active they’ve been.

• Prepare effectively: Review the full interaction history, including comments, before calls or handoffs.

• Collaborate with your team: Share a single view of all conversations and comments to stay aligned.

There are 3 key access points to the account page:

1. From the call page:

   1. Click the to open the activity panel.

   2. Click Review account.

      

2. From the top toolbar:

   1. Go to Homepage.

   2. Enter the account name in the search bar at the top, and then select the account with .

      

3. From the deal panel:

   1. Go to Deals > Pipeline.

   2. Click a company name to open the deal panel.

   3. Click Review account.

      

The account page includes these main areas of interest:

1. Filter bar

2. Activity timeline

3. Activity feed

4. Comments

Filter bar

The filter bar lets you refine the activity timeline and feed. To remove a filter, click the X next to it. Options include:

1. Sales Navigator: Sign in to get instant access to LinkedIn’s contact and company insights.

2. Select a deal: Click to choose from all deals and opportunities for this account.

3. Activity key: Hover over for a guide to the activity timeline. From here, click Customize to change what the grey bubble includes.

   1. Show activities associated with 3rd parties.

   2. Show all account activity (only relevant when viewing a particular deal).  

      

4. Search text: Enter a word or phrase and press enter to highlight matches across all activities.

5. Filter by person: Search and select by name or role to see only their communications.

   Note:

   You can also filter by person using the + next to either your company or the account name. Hover over the contact name and click View activity.

   

6. Calls only: Show only call-related activities.

7. Receive updates: Click to subscribe or unsubscribe from weekly email updates.

8. Account AI. Ask natural-language questions about the account or particular deal. Click to customize the scope or period.

9. Additional functions: Click to:

   • Compose an email directly from the account page.

   • Open the account in your CRM.

   • Open in demo environment.

   • Customize activity view (also available in the activity key).

   • Check the account status. A snapshot of calls, meetings, and popular topics over the past year.

     

Activity timeline

The timeline spans from account creation to 12 weeks into the future. Account activity is shown in two tracks:

• Your activity (purple) - Your company's interactions with the account

• Account activity (pink) - The prospect's engagement and responses

Use this key to understand the interactions:

Timeline navigation:

• Bubbles represent calls, emails, CRM updates (like when a deal advances or stalls), and engagement events such as viewing a shared call, depending on your Gong integrations.

• Larger bubbles mean higher activity.

• Use navigation arrows to move through time.

• Switch between today, month, quarter, or year views.

• Click any bubble to see a smaller selection of time, depending on which time view you're in.

Activity feed

Located under the timeline on the left pane, the feed shows a chronological list of interactions with details like participants, timing, and discussion topics. Activities include:

• Meetings and calls

• Email correspondence and invitations accepted

• Digital interactions (emails clicked and opened)

• CRM updates

• Text messages

Click any item for a more detailed view on the right pane.

Tips:

• Hover over a name for full details (title, email, Sales Navigator shortcut).

• Email activities are labeled by subject line for quick scanning.

Comments

Use comments to collaborate with teammates on account activities. Here's how to add a comment:

1. Click an item in the activity feed to open details in the right panel.

2. Click followed by .

3. Set the date and visibility (public, specific people, or only me).  

4. Add your comment and press Command + Enter.

   

When you comment, you'll automatically receive notifications for future comments on that account.