Account views

Once logging in, you’ll see a list of your accounts in one place.

What you can do

  • Scan accounts quickly to identify those that may benefit from your attention – whether that’s triaging an at-risk account or targeting accounts for expansion. 
  • Learn more by sorting by key features of your accounts. Use quick filtering and multi-sorting to organize your view.

Not sure what the columns mean? Click on any grey question mark to get a quick explanation about what you’re seeing.