> For the complete documentation index, see [llms.txt](https://help.getmobly.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getmobly.com/help-center/the-mobly-app/capture-and-enrichment/reading-the-account-summary.md). # Reading the account summary Right after you scan a lead, the Mobly app pulls context about the lead's company and shows it as an **Account Summary** on the lead record. The summary is meant to give you a 5-second read on who this lead is before you start the conversation. ## What's in the summary A short, AI-written paragraph covering what Mobly knows about the lead's company. Typical things it surfaces: * Whether they're a current customer, open opportunity, or new contact * Company size (employee count) and revenue range * Industry * Open renewals, deals, or other in-flight motion in your CRM * Other context that helps you decide how to approach the conversation ![Account summary collapsed](/files/IPxWQWJBuGRCxJXYF4I2) ![Account summary expanded with Salesforce data](/files/46oLIddj6PNekfkRzRQp) ## Where the data comes from The summary pulls live from your connected CRM. If the lead's company doesn't have a record in your CRM yet, Mobly runs a **public fit assessment** instead — pulling from publicly available data sources to give you a quick read on whether the company looks like a fit for what you sell. ## When the summary is most useful * **Walking up to a scanned lead** — read the summary in the seconds before you say hello * **Deciding which leads to prioritize** at a busy booth — the summary makes it obvious who's an open opportunity vs. a cold prospect * **Briefing a colleague** taking over a conversation — share the lead and they get the same context ## What it doesn't replace The Account Summary is a starting point, not a substitute for your own context. If your CRM has detailed notes, opportunity history, or prior interactions, those are still the source of truth — the summary points at them rather than replacing them. ## Related articles * [How to capture a lead](/help-center/the-mobly-app/capture-and-enrichment/how-to-capture-a-lead.md) * [How to engage leads from the app](/help-center/the-mobly-app/engaging-with-leads/how-to-engage-leads-from-the-app.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.getmobly.com/help-center/the-mobly-app/capture-and-enrichment/reading-the-account-summary.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.