video1.0<iframe src="https://www.loom.com/embed/fc7cf9c3a1c540f0a810f09ceaf6649b" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/fc7cf9c3a1c540f0a810f09ceaf6649b-6f66fc363ade5014.gif140.544This Loom explains how in B2B customer accounts provide a complete, shared picture of activity across teams. It shows an account-level company timeline where every conversation, event, and task is rolled into one chronological view, with AI-generated summaries and filters for items like open issues, snoozed, and closed. The People tab lists contacts such as David Wallace, Angela, Paul, and Rachel with counts of open, closed, and in-progress conversations, plus AI summaries at the contact level. The Signals tab highlights account-wide risks and updates, including Brandon Nidal being silent for 74 days with open issues and two new contacts added in early June, including David Wallace and the CFO and Angela Lansbury.