Buying group details
When you click a buying group name from anywhere in Journey Optimizer B2B Edition, the buying group details are displayed. This overview provides useful information about the buying group, including generative AI summaries.
The buying-group details page is comprised of three primary sections:
Buying group overview
The buying group overview section includes the following buying group information:
- Buying group name
- Account name (click the name to open the account details)
- Number of people in the buying group
- Engagement score
- Completeness score
- Current buying group stage
- Role template (click the name to open the roles template details)
- Last modified/updated date
- Generative AI summary of the buying group
Account overview
The account overview section includes the following account information:
- Account name (click the name to open the account details)
- Number of people in the account
- Industry
- Open opportunities
- Latest three account journeys where the account is currently in use (click the name to open the journey details)
- Generative AI summary of the account
Buying group members
The Buying group members section displays two rows that highlight buying group members:
- Decision maker - Top three decision makers based on person engagement score
- Top engaged members - Other top engaged members based on person engagement score
Each member card includes the following details:
- Name
- Title
- Role
- Lead engagement score
Click View details to access the following member information:
- Generative AI summary
- Last interesting moment
- Most recent activities (two)
- Other Buying groups in which the lead is a member (limited to three buying groups based on the most recently added).
- Email address
- Phone number
