Life of the Account Icons and Overview

The Life of the Account is a timeline of an assigned contact's interactions with your website, emails, opportunities, and content. A record of these interactions is saved to a timeline in Accounts, under the Life of the Account tab.

Accessing Life of the Account

Life of the Account interactions corresponds with Life of the Lead interactions. You'll be able to view interactions from the account level for all contacts that are assigned to the Account. To access the Life of the Account page, click Sales in the left toolbar and then click Accounts. 

1. Click the desired account in the Account Manager
2. Click the Life of the Account tab. 

Understanding Life of the Account

The Life of the Account is a timeline of the assigned contact's interactions. 

Once a contact has been assigned to an account, that contact's interactions will appear in the Life of the Account tab, even if those interactions occurred prior to the contact being assigned to the account. 

Underneath the icon on the timeline, you can see the initials of the contact to whom the interaction applies. Click on or hover over the initials to see what the event was, when the event occurred, and the contact involved.

Click on the icon next to the interaction title to go to the contact's Life of the Lead tab and see a timeline of only that contact's interactions.

Click on the icon next to the contact's name, to go to the contact's Overview tab and see profile information for the contact. 

Life of the Account Icon List

The following are the icons that appear during interactions in the Life of the Account. Certain Life of the Account events can be merged when merging contact records.

Contacts
Icon		Event	Mergeable
		Added via Import / Manually Added	Yes

Emails
Icon		Event	Mergeable
		Automated Email Opened	No
		Automated Email Sent	No
		Email Read and Clicked	No
		Multiple Recipients Send	Yes
		Opt-In Email	Yes
		Sent Email	Yes
		Received Email	No
		Unsubscribed Email / Suppressed Email	No

Sales
Icon		Event	Mergeable
		Closed Lost	Yes
		Conversion Goal	No
		Converted to Sale / Closed Won	Yes
		Meeting Registered / Meeting Attended	No
		Opportunity % Chance of Closing	Yes
		Inbound Call	Yes
		Outbound Call	Yes
		Opportunity Created	Yes
		Sales Dialer Call	Yes
		Lead Owner Change	Yes

Form
Icon		Event	Mergeable
		Form Submission	Yes

Media Center
Icon		Event	Mergeable
		Media Center	No

Social
Icon		Event	Mergeable
		Commented on a Facebook Post	No
		Commented on a LinkedIn Post	No
		Liked a Facebook Post	No
		Liked a LinkedIn Post	No
		Tagged in a Facebook Post	No
		Twitter Mentions	No
		Twitter Retweets	No

Chatbot
Icon		Event	Mergeable
		Chat Conversations	No

Chatbot
Icon		Event	Mergeable
		Ads Clicked	No

Landing Page
Icon		Event	Mergeable
		Site Visits: Chrome	Yes
		Site Visits: Edge / Internet Explorer	Yes
		Site Visits: Firefox	Yes
		Site Visits: Safari	Yes
		Website Purchase	Yes

Integrations
Icon		Event	Mergeable
		Synced From Salesforce	No
		Synced To Salesforce	No

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