Views
Customize how you view and act on accounts
Last updated
Was this helpful?
Customize how you view and act on accounts
Last updated
Was this helpful?
Create views for:
Books of business for different account managers or CSMs
Customers that are coming up on renewal in the next month
Customers with revenue > $5,000 who onboarded in the last month
Use the spreadsheet view to quickly make edits to fields on accounts and visualize account fields.
Customize your columns by choosing you've set up on your Accounts to display. Columns can be reordered or resized. Finalize your view before saving into a view for yourself or your team.
You can also manipulate your view with Account-based filter fields, similar to how you would with Issue .
Here's an example of a custom Accounts view set to filter for current customers:
