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
Account Profile View - Video Tutorial ⏯
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