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.
Available only with Salesforce or HubSpot integrations. Account Summary generates from your CRM's company record — it currently works only for orgs connected to Salesforce or HubSpot. Other CRM integrations sync leads normally but don't produce Account Summaries.
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
Each summary shows which CRM it came from — Salesforce or HubSpot.
Where the data comes from
Mobly generates the summary from your connected CRM's record of the lead's company — the company's contact history, deals, revenue signals, industry tags, and whatever else is on the CRM account. Mobly's AI reads that record and produces the summary you see on the lead.
The Account Summary is a mobile-app view. It doesn't appear in the Hub.
When you won't see a summary
The Account Summary section is absent — no card, no placeholder, no loading spinner — whenever Mobly can't generate one. The common reasons:
The lead has no company on it. If the scan or manual entry didn't capture a company, there's nothing to look up. Fix: edit the lead and add the company name; the summary generates on the next sync.
The company isn't in your connected CRM yet. Mobly needs a match between the lead's company and a CRM company record. Cold prospects who aren't in your CRM won't have a summary. Fix: wait for CRM sync to link the company, or add the company to your CRM.
The CRM record is too thin. If the CRM company record exists but doesn't have enough substance to summarize (no industry, no employee count, no notes, no deal history), Mobly's AI returns nothing rather than fabricating context. Fix: enrich the CRM record — add industry, size, description, or whatever your CRM populates — and the summary regenerates on the next sync.
The company name doesn't match a CRM company. If the lead was captured with a name that doesn't line up with a CRM account (typo, abbreviation, subsidiary, etc.), the lookup fails. Fix: edit the lead's company to match your CRM's version of the name.
A sync stalled. Occasionally the summary batch doesn't complete on the mobile app's sync. Fix: pull down to refresh on the lead list.
Heads up — no loading state. There's no "Enrichment in progress…" spinner or "No summary available" placeholder. The section is either populated or absent. If you're expecting a summary and don't see one, run through the checklist above rather than waiting.
If none of these apply and you still expect a summary that isn't showing up, ping your Mobly admin or CSM — the CRM integration may not be syncing companies for your org.
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.
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