Account header
Account header
The account header identifies the company and gives the first status context.
Image guide: The highlighted header area shows the account name, status chips, owners, and reference-market fit. Confirm this area before reading signals, deals, or AI output.
How to read the header
The header is the identity check for the whole page. If the header is wrong, every signal, deal, stakeholder, and AI response below belongs to the wrong company. Treat the header as the first confirmation step before taking action.
Status, owners, and reference-market fit are quick context signals. They tell the user whether this account is active, who is responsible, and how strongly the company fits the intended market.
What to check
| Header item | Meaning |
|---|---|
| Account name | The company record currently open. |
| Status | The account lifecycle or commercial state. |
| Owners | Users responsible for the account. |
| Reference-market fit | Fit context for prioritization. |
Step-by-step
- Confirm the account name.
- Read the status and owner context.
- Check fit before deciding priority.
- Then move to header actions or Signals.