Account Profile Tab Review

The Account Profile is organized in easy-to-navigate tabs at the top of the profile. Including:

Overview: Key account information including current health, value metrics, user and support ticket details, open tasks, key contacts, a timeline view, and campaigns summary.

Timeline: View all account activities including TouchPoints

Plan: This is a summary of an account’s plan. Find objectives, tasks, and SuccessPlays here.

Usage: Identifies product usage by user.

Assets: Find and upload all the important documents related to that account.