Accounts and Projects
Two dashboards, one workflow. Accounts shows every AEC firm engaging with your brand on Material Hub. Projects shows the projects those firms are working on. Both stay live as signals come in.Navigating the Accounts Page
Tour the Accounts table, signals, columns, and the Account detail drawer.
Navigating the Projects Page
Tour the Projects table, blurred names, filters, and the Project detail drawer.
Organizing Accounts and Projects
Use Stage, Status, Priority, and Rep assignments to keep your pipeline organized.
Introducing Yourself via Proxy Email
Reach engaged architects on a project using a masked email introduction.
Exporting Accounts and Projects to CSV
Download the filtered Accounts or Projects table as a CSV.