With the new “Assigned Accounts” feature, you will be able to easily toggle between “All Accounts” and your own “Assigned Accounts.” This will save you time and help you focus on just your accounts.
Now, you can go from “30 thousand foot” view of all accounts to just focusing on your Assigned Accounts to identify Whitespace. In one-click. This is available on all 3 Whitespace pages:
Context is key when you are account planning. Use Assigned Accounts in Prospecting to find new opportunities within your list of Accounts.
Assigned Accounts is now available on all of your favourite Analyse Agreement Revenue pages:
This will allow you to make more informed decisions, quicker and in a clearer way.
Your time is precious. You are trying to manage your Accounts and focus on the important priorities.
With Assigned Accounts, you can now easily quickly get an understanding of the break-down of the customer tiers of your accounts.
Check out this article to learn more about how to setup and use Assigned Accounts.
If you have any questions at all, please don’t hesitate to email email@example.com and we will be happy to help.
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