Your Account Level View is here — now you can see the full picture of your accounts, not just individual deals. Manage entire relationships in one place and let Olli help you think bigger.
Highlights
Account rollup view
- From the CRM Account view, see all opportunities grouped together under an account instead of scattered across your board.@mention any account
- Just type @[account name] in Olli chat to focus on a specific account. Draft account plans, spot risks across deals, or get insights on the whole relationship.Account-level docs
- Create documents for entire accounts, not just single deals. Great for account plans, business cases, or executive summaries that span multiple opportunities.Getting Started
- Go to CRM Accounts in the left nav
- Browse accounts, click into one to see linked deals and docs
- @mention an account in Olli to ask questions across all deals for that account
- Create account-level docs from the account detail page or via Olli
Please note:
Your CRM Integration must be set up by your Fluint workspace admin and it must have:- The Account (SFDC) or Company (HubSpot) object installed and synced
- The Account ID / Company field on Opportunity/Deal populated in your CRM
