Keeping track of key account details are a crucial part of what CSMs need to do in order to support their customers best. Worry not, about scrolling through pages of Salesforce data to find the critical pieces of information that you might need at a moment's notice. With Scratchpad tiles, you can configure a unique experience whereby the account fields that matter the most to you are all in one place, and accessible via expanded view while note-taking. Don't believe us? Just watch!

CSMs: Account Hyigene Made Easy with Pipeline Grid Views

CSMs: Take Notes on Calls & Log Activity Simultaneously