Accounts

Every customer in Zudo is an account. The account page pulls together everything you need to stay on top of a relationship: health score, MRR, meetings, emails, tasks, requests, notes, files, and contacts — all in one view.

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Accounts list

The main Accounts page shows all your accounts in a sortable, filterable table. Each row shows the account name, MRR, health score with a trend sparkline, status, last meeting date, last email date, last active date, and open request count. Use the filters to narrow by status, MRR range, health score range, or last active date. Click any account to open its detail page. From the Accounts page actions menu, you can also open Daily Follow-Up to see a ranked daily sweep grouped by why you should work with each account today — accounts you owe something, accounts with news to share, or strategic accounts that need a proactive touch. This opens a modal with lane counts, AI-written summaries, and recommended next steps.

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Account detail page

The account detail page is organized into tabs: Overview — Health score gauge with factor breakdown, MRR, status, recent meetings, and key metrics at a glance. This is where you’ll find the health score gauge — click it to see how each factor contributed to the score. Activity timeline — A chronological feed of everything that’s happened: emails, meetings, tasks, notes, and more. Use this to catch up before a call or investigate why a score changed. Tasks — Open and completed tasks linked to this account. Create new tasks directly from here. Contacts — People at the account you interact with. Add contacts manually or let them populate through email and meeting syncs. Each contact shows when they were last active (from Vitally or the API), displayed as a relative time like “Active 2 days ago”. Notes — Freeform notes from you and your teammates. Notes are timestamped and attributed, so you can see who wrote what and when. Files — Attachments associated with the account — screenshots, contracts, slide decks, or anything else you want to keep in context.

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CSM assignment

Each account can have a designated CSM. Set or change it from the CSM picker on the account detail page (next to CSM Pulse). The assigned CSM:

• Receives alert and notification emails for the account (unreplied threads, awaiting customer reply, request-done follow-ups, health-tier drops).
• Is the default assignee for auto-created tasks linked to the account.
• Sees the account’s activity in their personal daily and weekly summary emails.

For automatic assignment of newly created accounts based on rules, see CSM Assignment in organization settings.

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Account status

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Custom traits

Custom traits are additional fields your admin defines in Settings → Traits to capture data specific to your business — things like renewal date, product tier, contract type, or region. Traits appear on the account detail page and are available as dimensions and filters in Custom Reporting. If you’ve connected Vitally, you can also sync platform traits and update them automatically with Webhook Actions.

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Creating an account

Click Add Account from the Accounts list. Fill in the name and MRR at minimum. MRR is important because it feeds into request impact scoring - even an approximate number is better than leaving it blank. You can also set an initial status and add a primary contact. Once saved, the account starts appearing in your portfolio and will receive a health score after the next nightly calculation.

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Importing accounts from CSV

Click Import on the Accounts list to bulk-create accounts from a CSV file.

1. Download the sample template for the expected format.
2. Upload your CSV — columns are auto-mapped by header name (supports aliases like “company”, “revenue”, “primary contact”).
3. Preview the first 20 rows, then click Import.

Each row needs at least a name. MRR, status, contact name, and contact email are optional.

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Account detail actions

The dropdown menu on an account detail page provides quick access to:

• Meeting Prep — generate an AI pre-call briefing (see Meeting Prep)
• Account Summary — generate an AI overview of the account (see Account Summary)
• AI Pulse — let AI suggest a CSM Pulse score (see AI Pulse)
• Log Meeting — create a manual meeting linked to this account (see Meetings)
• Sync from Vitally — pull the latest data from your Vitally connection
• Mark as Churned / Onboarding / Active / Inactive — toggle status flags
• View in Vitally / Stripe — open the account in external tools (when connected)

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Account logo

Click the account logo on the detail page to upload a custom image. This logo appears throughout the app wherever the account is referenced.

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Timeline

The activity timeline shows a chronological feed of meetings, emails, tasks, notes, files, and (when connected) product-usage events. Use the filter bar to show only a specific type. You can add items directly from the timeline:

• Task — inline form with title, priority, and due date
• Note — markdown note with timestamp and author attribution
• Email — log an email manually
• File — upload an attachment (PDFs open in an in-app viewer)

Pin important timeline items to keep them at the top.

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Events filter

If you’ve connected Segment or PostHog, the Events filter shows recent product-usage events for this account — login, feature_used, whatever your app sends. Above the list, a 30-day daily-counts chart visualizes the top 5 event names so trends jump out. Events show up here once they’ve matched the account via Identity rules on the connection. If you don’t see events you expect, check Settings → Connections → (your source) → Recent events to confirm what’s arriving.

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Indicators panel

Above the activity timeline, the Indicators panel shows every Indicator configured for your org with the account’s current value:

• Yes / no indicators — green chip with ✓ when true, gray with ✗ when false, yellow when not yet computed
• Number indicators — labeled badge with the current numeric value

Click Manage to jump to the indicator settings page.

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Segments

Use Segments to create saved filter groups that define account subsets — by MRR range, health score, traits, activity counts, or any combination of conditions.

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Contacts

The contacts tab shows people at the account. Contacts populate automatically through email and meeting syncs, or you can add them manually. Click the copy icon next to any contact’s email to copy it to clipboard.