Account States
New, Working, Snoozed, Dismissed, Won — how to keep the book honest as you work it.
Each Account in the book carries a state you set as you work. The state is user-managed; the book ranks and filters around it.
The five states
| State | When to use it |
|---|---|
| New | Just landed in the book. Nobody on your team has claimed it yet. Default state. |
| Working | You've claimed it. The assignee chip shows who owns it. Stays here through outreach until it moves to Won or Dismissed. |
| Snoozed | Defer for a reason — wrong timing, waiting on a milestone, holiday season. Optional wake date. Auto-wakes on a strong fresh signal. |
| Dismissed | Not a fit. Hidden from default view, visible in filter. Can auto-re-surface on a strong fresh signal — you decide. |
| Won | Closed deal. Tracked for analytics. Foundation for the future CRM bi-directional sync. |
Default view filters out the dead weight
The default Accounts view shows New + Working + Snoozed. Dismissed and Won are filterable but hidden by default — you spend your eyes on the book that is still in play.
Snooze that thinks for you
Snoozing isn't a permanent hide. If a strong fresh signal lands on a snoozed account (a fresh funding round, an exec move), the row auto-wakes with a notification and a "re-rank" badge. So you can snooze freely without losing the account if the picture changes.
The same is true of Dismissed — a strong fresh signal will surface a "should we re-look?" notification, not silently revive the row.
Won and the CRM sync
Setting Won today is for your reporting and our analytics. The CRM bi-directional sync (a future surface — see the roadmap-style notes in §11 of the spec) will use Won states to anchor existing customer accounts so we stop surfacing them.
Multi-user assignment
In v1, an Account in Working is single-claim — one assignee per account, who can reassign to a teammate. Round-robin assignment and multi-claim are post-v1 features.
If you are an agency running per-client Products, each Product's book has its own assignees — they don't bleed across Products.