> ## Documentation Index
> Fetch the complete documentation index at: https://docs.acelabusa.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigating the Accounts Page

> Tour the Accounts table, understand signals, and use the Account detail drawer to see everything about a firm's engagement.

The **Accounts** page is the top-level view of every architecture, engineering, and construction firm engaging with your brand on Material Hub. Open it from the side navigation under **Accounts**.

Use Accounts when you want to work at the **firm** level, when a firm engaged with your brand at all, who at the firm is active, and what to do about it. For work at the **project** level, use the [Projects page](/partner-help-center/accounts-and-projects/navigating-the-projects-page).

## Page Layout

The Accounts page has three main regions:

* **Header** — page title, an **Archived Leads** toggle, and an **Export** button.
* **Table toolbar** — search, sort, filter toggle, page size, and bulk actions when rows are selected.
* **Table** — one row per firm, with a filter sidebar to the left when opened.

## The Accounts Table

Each row is one firm. The default columns are:

| Column | What it shows |
| - | - |
| **★ Favorite** | Star a firm to pin it to the top when the Favorites filter is on. Personal to you. |
| **Firm** | Firm logo, name, and location. A green broadcast icon appears when the firm has signal activity, with a pulsing ring when a new signal has landed recently. |
| **Stage** | The firm's stage in your pipeline. Editable inline. |
| **Status** | The firm's status. Editable inline. |
| **Priority** | Priority level. Editable inline. |
| **Rep Assigned** | The rep on your team who owns the firm. Editable inline. |

Click anywhere on a row to open the **Account detail drawer**. Click the firm name or logo to jump to the drawer's Projects tab.

### Signal Broadcast Icon

The broadcast icon next to a firm shows engagement activity:

* **Static broadcast** — the firm has recorded signal activity at some point.
* **Pulsing broadcast** — a new signal has landed inside the recent activity window.
* **No icon** — no recorded engagement yet.

Signals include actions like viewing your brand page, saving your product to a library, downloading a file, or registering for an event. See [Introducing Yourself via Proxy Email](/partner-help-center/accounts-and-projects/introducing-yourself-via-proxy-email) for how to act on that engagement.

### Archived Leads

Toggle **Archived Leads** in the header to show archived accounts alongside active ones. Archived accounts are hidden by default so your active list stays focused.

## Search, Sort, and Filter

* **Search** — the search input in the toolbar filters the table by firm name as you type.
* **Sort** — the Sort menu lets you sort by Firm Name, Firm Location, Signal (Recent → Earliest), Connection (with or without a connection first), and Priority.
* **Show Filters** — opens the filter sidebar on the left of the table.

The sidebar's filter groups on Accounts include:

* **View** — Show Favorites, Show accounts with connection.
* **Signal Range** — filter by the date a signal landed (From / To).
* **Signal Type** — filter by specific signal types (Viewed Brand Page, Viewed Product Page, Saved to Library, Saved to General Research, General Inquiry, Registered for Event, Appeared in Search, File Downloaded).
* **Stage**, **Status**, **Priority** — filter by your brand's option lists.
* **Firm Location** — filter by the firm's location.
* **Rep** — filter by the assigned rep.

Filters combine with search and sort. The URL updates as you change filters so you can reload or share the view.

## The Account Detail Drawer

Clicking a row opens the Account detail drawer with four tabs:

### Projects

Every project this firm has, with per-project cards showing the project name (blurred until you connect), location, type, and rep. Expand a card to see the AECO-side status and phase, the effective rep, and a **Recent Signals** mini-feed for that project. Click a card to open the **Project detail drawer** for that project.

### Signals

A chronological feed of the firm's recent signals across all its projects. Each row shows the signal type (for example, "Saved to Library"), the actor, and when it happened.

### Connections

Every conversation the firm has had with your brand (across product pages, brand page, webinars, and General Research or Firm Library).

### Notes

Internal notes for your team. Add text, attachments, or both. Notes and attachments are visible to every teammate with access to Accounts.

### Header Fields

At the top of the drawer you can edit **Stage**, **Status**, **Priority**, and **Assigned Rep** inline. Changes save on selection and update the table row immediately.

## Bulk Actions

Select multiple rows with the row checkboxes to reveal bulk actions in the toolbar:

* **Assign to Rep** — assign a single rep to every selected account.
* **Archive** — archive every selected account.
* Additional actions depending on your role.

Bulk actions respect your role. Reps can act on their own accounts; admins can act across the brand.

## Live Updates

The Accounts page updates in near real time. When a teammate changes a Stage, Status, Priority, or Rep on a visible row, the row refreshes automatically. New signals appear as they're recorded.