Viewing a record profile
Click any record in a list to open its full profile page. The profile gives you a complete view of everything related to that record.
The top of the profile page includes:
- Record name and icon — The primary identifier for the record
- Activity status indicator — Shows whether the record is active or inactive
- Quick action buttons — Perform common actions like Send Email and Analyze with AI directly from the header
- Favorite button — Click the star icon to save this record for quick access from your Favorites
Profile tabs
The profile page is organized into tabs. The available tabs depend on the record type.
Account tabs
| Tab | Description |
|---|
| Overview | Key metrics, revenue outlook, and recent activity summary |
| Revenue | MRR chart, subscriptions, billing history, and transactions. See Account revenue for details |
| Product Usage | Product usage metrics and activity data |
| Feedback | Customer feedback related to this account |
| Sent Emails | History of emails sent to this account |
| Details | All record properties displayed in an editable grid |
User tabs
| Tab | Description |
|---|
| Overview | Key metrics and recent activity summary |
| Product Usage | Product usage metrics and activity data |
| Feedback | Customer feedback related to this user |
| Sent Emails | History of emails sent to this user |
| Details | All record properties displayed in an editable grid |
Company tabs
| Tab | Description |
|---|
| Linked Accounts | Accounts associated with this company |
| Feedback | Customer feedback related to this company |
| Details | All record properties displayed in an editable grid |
Subscription tabs
| Tab | Description |
|---|
| Revenue | Revenue data for this subscription |
| Details | All record properties displayed in an editable grid |
Feedback tabs
| Tab | Description |
|---|
| Feedback Content | The feedback content and context |
| Details | All record properties displayed in an editable grid |
The Overview tab is a great starting point when reviewing an account. It gives you the most important information at a glance before you dive into specific tabs.
Editing record properties
- Open a record profile
- Go to the Details tab
- Click on any editable field to modify it
- Changes save automatically
Some fields are marked as read-only and cannot be edited directly. These are typically fields that are synced automatically from an integration like your billing system.
