Search by name or customer #. Pick the account, choose its AE, and it joins this book. The account record is updated too.
These open AI deals close in a quarter that has ended, so they're left out of the grid and totals. The date shown in red is the one the page is using. Deals marked Closed/Won, at stage 99 or confirmed won are never listed. Click a deal number to open it and fix the date.