Account Details

The Account Details page provides a 360-degree view of your customer with detailed information on the account’s activity, finance, human interaction, product usage, support history, NPS, and account tasks and processes. It's a centralized place for you to view all the data specific to an account. 

Having this data readily available and up-to-date is extremely helpful when you respond to alerts triggered for an account, manage account workflows, track outstanding tasks and strategize your outreach plan.

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You can modify basic account details directly within the account details page, including account name, primary contact, address, status, stage, tier, CSM score, assigned CSM and etc. Click "Edit Account" under the gear icon located on the top right.

Customize Account Overview Layout

You can also customize the Account Details - Overview page to surface key account attributes on the top, reorganize different sections below and hide or show certain account tabs on the left. Click "Edit Layout" under the gear icon located on the top right.

 

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