Company data (Memory tab)
Find structured facts, activity summaries, user counts, lifecycle history, and configured objects on an account.
Memory brings together the account facts, activity digest, users, lifecycle, and configured custom objects available in your workspace. Its content depends on your connected sources and layout. Review the underlying interactions when you need the original evidence behind a summary.
Info
Looking for the new memory experience with tracked commitments, customer dependencies, and a daily agenda? See Customer memory. This page describes the separate Memory tab and its configured account data sections.
Facts
The key things Cust knows about the account, kept as structured facts: who the stakeholders are, what they use you for, commitments that were made, and other context pulled from conversations and your CRM. Review and maintain these facts as the account changes. A summary may not include every detail of the original conversation.
Activity digest
A running summary of what has happened on the account recently, so you can catch up in a few seconds instead of reading every email and meeting note.
Users
A breakdown of the people on the account by status, so you can see at a glance how many are active, power, or dormant users. See People for what each status means.
Lifecycle
A timeline of the account, with health changes and signals plotted as they happened. It is the fastest way to see how the relationship has trended and what drove each change.
Any custom objects you have defined appear here too, alongside the built-in facts.