Intelligence → Accounts is your account master data: every company Rembrandt tracks for you, with the pains found on it, the evidence behind them, and the people who work there.
Most teams live in a saved view here, filter it down, and open an account when something looks worth a decision.
Table of contents
Views
A view is a saved way of looking at your accounts. The view picker at the top of the page groups them:
|
Group |
What it holds |
|---|---|
|
Private |
Views only you can see, including your default view |
|
Organization |
Views shared with your team |
|
Organization (Admin) |
Views that ignore territory and show every account. Owners and Admins only, marked with a shield |
A view remembers its filters, its sort, its page size, and its columns. It does not remember the quick filters you click on top of it, so those reset when you come back.
Creating a view
Open the view picker and choose Create new view. You give it a name and description, decide whether it is Private or shared with the Organization, and, if you are an Owner or Admin, whether its scope is your territory or the full organization.
Scope is set once and cannot be changed later. To move a view to another scope, open it and use Save As.
Changing a view
View Settings opens the view with four tabs: Details, Filters, Display, and Visibility. Display is where you choose columns, and it has two sets: Account columns for the main table, and Opportunity columns for the rows you see when you expand an account.
Your seeded default view is protected. You can change its filters and columns, but not its name or description, and it cannot be deleted. If it ever goes missing the picker says so and asks you to contact support, because restoring it is something we do for you.
Finding accounts
Three tools, in the order most people reach for them.
Search matches on the account name.
Quick filters sit above the table and apply on top of whatever view you are in: Status, Industry, Country, Sales Reps, Domains, Pain clusters, Used in Agent, Urgency, and your own metadata keys if you use them.
Filters in View Settings are the precise ones, and they can reach into the opportunities on an account, not just the account itself. On the account you can filter on things like name, status, industry, headquarters country, sales reps, whether it is used in an agent, and when it was created or updated. On its opportunities you can filter on the pain cluster, conviction score, urgency, moment to act, and the signal properties behind the evidence: source type, stage, tier, confidence, and categories. Custom data points appear here too.
The View Settings button shows how many of these filters are active, so a view never quietly hides half your accounts.
Columns
Out of the box the table shows the account name, industry, headquarters, website, the number of opportunities, how many are waiting on you, the best conviction and urgency across those opportunities, and when the account last changed.
The Display tab adds the rest: aliases, description, status, assigned users and their sales roles, coverage gaps such as No Sales Role and No User Account, signal and contact totals, custom data points, and a conviction column per pain cluster.
Opening an account
Clicking an account name opens a preview drawer so you keep your place in the list. It has Overview, Opportunities and Feedback, and a footer button to Open detail page.
The detail page adds Contacts to those tabs and an Edit button for the account's own data.
|
Tab |
What you see |
|---|---|
|
Overview |
Account details, signal and conviction metrics, and the AI summaries when they exist |
|
Opportunities |
Every pain found on the account, with the evidence behind each one |
|
Contacts |
The people known at this account |
|
Feedback |
Your team's notes on the account |
If an account carries a sales hold or was closed out as no sale, the Overview says so, so nobody starts outreach on it by accident.
Adding accounts
Owners and Admins get an Add menu with two options.
Add Account takes a name and a headquarters country, and optionally aliases, website, industry, sales reps, and a description.
Import accounts CSV takes up to 10 MB of CSV. name and headquartersCountry are required. aliases, industry, website, description and userEmails are optional, and any other column can be kept as metadata. If your file contains HubSpot or Salesforce identifiers, the upload step tells you which column names to use.
The import shows you likely duplicates before anything is created, so you decide what to keep. Large files are processed in batches, and the dialog asks you to keep the tab open while that runs.
Exporting
Export offers your current selection of columns as CSV or JSON. You pick the columns before the file is generated.
The same menu lists your recent exports, and View All History opens the full list with download links. Exports are per person, so you see your own.
Who can do what
|
Action |
Owner |
Admin |
Editor |
Viewer |
|---|---|---|---|---|
|
View accounts, search, filter, export |
Yes |
Yes |
Yes |
Yes |
|
Edit an account |
Yes |
Yes |
Yes |
No |
|
Add an account or import a CSV |
Yes |
Yes |
No |
No |
|
Create a full-organization view |
Yes |
Yes |
No |
No |
Views scoped to your territory only show accounts you are assigned to. If an account you expect is missing, that assignment is the first thing to check.
Need help
-
Signals and scoring: where the pains and evidence on an account come from
-
Sales Funnel and Campaigns: reviewing an account and running its outreach
- Troubleshooting