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CSMs: Account Hygiene Made Easy with Pipeline Grid Views
CSMs: Account Hygiene Made Easy with Pipeline Grid Views
Carla Whyte avatar
Written by Carla Whyte
Updated over a week ago

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:

  1. Select the FIELDS you want to include in your pipeline.

  2. Group those fields by CLEAN STATUS

  3. Employ deal spotlighting:

    1. Purple for any accounts whose LAST ACTIVITY DATE is ON OR BEFORE 30 DAYS AGO

    2. 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.


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