Active Account Management is a core element of the platform. Instead of showing just one spike in activity, it consolidates multiple intent signals across sources to map where each company is in their buying journey.
This multi-source intelligence gives you a richer, more reliable view of buyer readiness, helping you:
- Prioritise accounts with true purchase potential.
- Engage at the right stage of the journey.
- Improve conversion rates across the funnel.
Understanding the Research Quadrant:
The Surge Quadrant is a visual tool that segments your intent data into four stages based on:
- Research Intensity → how active an account is in their research.
- Number of Spikes → how often intent signals are triggered.
The four stages are:
- Initial → early-stage, general research.
- Interested → focused research, exploring solutions.
- Active → strong intent, comparing vendors.
- In-Depth → multiple signals, near purchase decision.
From the quadrant you can:
- See a summary count of how many companies are in each stage.
- Drill into lists of accounts per phase.
- Access the Top 250 tab, which highlights the highest-scoring accounts based on combined intent activity.
Managing Your Intent Data:
Your intent data view consolidates all surging accounts into a simple table. Each row provides:
- Date → last recorded signal.
- Company → name, domain, and quick view option.
- Quick View → detailed profile including locations, tech stack, available prospects, and revealed contacts.
- Company Details → size, industry, and geography.
- Intent Signals → summary of triggers, sources, and spike count. Hover to see specific actions (e.g., researched competitors, topics, website visits).
- Prospects → breakdown of revealed, target persona, and available contacts.
Within the Prospects column of your Active Accounts view, you’ll see a breakdown of available contacts for each company:
- Revealed → the number of contacts you’ve already unlocked.
- Person → individuals identified via Person-Based Intent (people who have personally shown intent through their research behaviour).
- Target Persona → contacts that match your ICP criteria (e.g. job titles, functions, seniority).
- Available → the total number of additional contacts surfaced at the company that can be revealed.
- Research Phase → which quadrant the account currently sits in.
- Actions → manage accounts (add to list, watchlist, hide, delete, etc.).
👉 The more icons of intent a company shows, the stronger their engagement.
Crown Icons Explained:
In addition to the numbers in the Prospects tab, you’ll also see crown icons which visually highlight your most valuable contacts:
- Person Intent – Direct Match
This contact is the individual who showed intent based on tracked behaviour (e.g. keyword research, competitor engagement). - Verified Person Intent – Direct Match
This contact is both the person who showed intent and is verified in the Cognism database, meaning their email/phone details can be revealed.
👉 This makes it easy to instantly spot your highest-priority contacts and track which ones your team has already actioned.
Actioning Your Intent Data:
Select accounts using the checkboxes to take bulk or individual actions. Available options include:
- Export → download selected accounts as CSV.
- Quick Reveal → instantly uncover prospects matching your persona.
- Create New Search → use selected companies as criteria for a new search.
- Add to Search → add accounts to an existing saved search.
- Add to List → segment accounts for campaigns or cadences.
- Add to Watchlist → monitor accounts over time.
- Hide/Delete → remove irrelevant accounts from view.
Filtering Your Intent Data:
Filters let you narrow down accounts by attributes such as:
- Sources → origin of the intent signal.
- Triggers → specific topics or keywords.
- Industry / Employee Range / Location / State → align to your ICP.
- Revealed Status → filter by whether contacts are revealed.
- Prospect Status → view companies with target personas available.
- Phase → filter by quadrant stage.
- Date → segment by recent vs. historical activity.
👉 You can save filter sets (e.g., “Straight to Pipeline,” “Target Accounts”) and assign them to different users for easier team alignment.
Best Practices:
👉 Prioritise Top 250 → focus first on highest-scoring accounts.
👉 Save filters to streamline outreach and keep teams aligned.
👉 Use Watchlists for ongoing monitoring of high-value accounts.
👉 Review engagement icons — more signals = stronger buying readiness.
FAQs
What is the difference between Active Account Management and the Research Quadrant?
The Quadrant gives you a visual snapshot of the buying stage, while Active Account Management provides a detailed, tabular breakdown of each company and how to act on them.
What is the Top 250 list?
It’s an automatically generated list of the highest-intent companies based on scoring, helping you prioritise the hottest opportunities.
What happens when I hide or delete a company?
Hide removes it from view but keeps the data in the background. Delete permanently removes the company — this action cannot be undone.
Can I share saved filters with my team?
Yes. Saved filters can be assigned to users with clear labels for consistency.