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  1. Account Management

Notebooks

Create notebooks to see curated context on accounts for different use cases.

PreviousViewsNextBlocks

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To view notebooks for an account, click into that account row on the . Every notebook is made up of a series of customizable Blocks that pull in AI summaries, external data, analytics, and more!

Multiple Notebooks

Create notebooks for different use cases and keep iterating on your customer success engine. Extract different data

accounts page