Quick insight into the status of your accounts is of the essence! With a clean pipeline view of your accounts, that employs grouping, deal spotlighting, and custom field selection, how can you go wrong?
To build the view you see above, do the following:
Select the FIELDS you want to include in your pipeline.
Group those fields by CLEAN STATUS
Employ deal spotlighting:
Purple for any accounts whose LAST ACTIVITY DATE is ON OR BEFORE 30 DAYS AGO
Red for any accounts whose LAST ACTIVITY DATE is EMPTY
Try this out in your own pipeline view of accounts, employing the fields, highlights and grouping that fit your needs.
🚨 Deal spotlighting is available on paid licenses. Learn more here.
Book a Complimentary 1:1 with a member of our User Delight team today!
Questions? Chat with us in the corner through WISH or email us at [email protected]
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