Accounts Overview
The Accounts tab is your book of business inside Mutiny. It’s where you add the accounts you’re working, join accounts your teammates have added, and dig into everything Mutiny knows about a given deal.
Opening Accounts
Click Accounts in the left sidebar.
Mutiny pulls in accounts from your email based on who you’ve been working with, so you’ll see suggested accounts you can add. You can also join an account that someone else on your team has already added.
Switching between All and Joined
Use the toggle at the top of the page to switch between:
- All to see every account in your Mutiny workspace.
- Joined to see only the accounts you’ve joined.
Sorting your accounts
Sort the list by account name, last activity, number of suggestions, or favorites. Sorting by favorites pins your starred accounts to the top of the view.
Starring an account
Star an account to pin it to the Accounts section in the left sidebar. Starred accounts show up there as shortcuts, so you can jump straight into the accounts you work most often without searching.
Inside an account
Click into an account to open it. Each account has four tabs: Overview, People, Meetings, and Analytics.
Overview
The Overview tab is a snapshot of where the account sits right now. You’ll see a short breakdown of the deal status or account relationship, and the full story of what’s happened so far. Any work Mutiny has drafted for the account can be reviewed from here, and a related content panel surfaces emails, assets, and other material tied to the account.
A prompt box on this tab lets you ask the agent anything about the account; it uses the account’s full context to answer.
People
The People tab is the org chart for the account. You can see the people you’ve met with and what their role is in the deal (procurement, economic buyer, champion, security, and so on).
Below that, Your Team shows everyone from your side who’s involved, giving you a multi-threading picture of the deal in one view.
Meetings
The Meetings tab lists:
- Recent meetings captured by the Mutiny Notetaker, with transcripts and summaries.
- Upcoming meetings on your calendar for the account.
- A + Add meeting option to manually add a meeting that wasn’t captured automatically.
Learn more: Meetings Overview.
Analytics
The Analytics tab is where you track engagement across the account: who’s opened what, which assets are moving the deal, and how activity has trended over time.