Account-Level Insights

Under "Accounts" in the "Audience" menu, you'll be able to:

• Track demo engagement at the account level, not just individual leads.

• Get insights to identify and prioritize engaged accounts.

• Use this data to tailor your outreach based on the demo engagement.

How to pass Account insights to a 3rd party? How does the integration work?

Unique Company ID record that Storylane either creates, or updates inside your current record, based on domain.

The accounts are recorded based on either Lead or Account Reveal info. If any of these are available for the session, an account will be created/updated. So, if the lead goes through the demo and submits the form, or Account Reveal detects the company by IP, the company will be visible on the Accounts page.

If you need help or have any questions, feel free to contact us at [email protected].