Account Profile View

The Account View is the hub of customer information and lets your organization consume the most important customer information at a glance. The Account View is customizable by account type and/or by team, allowing you to tailor the most important information to see for that account and that team.

In this video, you will learn:

  • How to understand your customer's state
  • How to take actions based on customer insights


Video Length | 3:29

Level | Beginner

Prerequisites | Preparing My Data, Uploading My Data