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Account Profiles

Track activity and view recent updates for each account type

  • Understand account profiles
  • View historical changes and trends
  • Analyze health at the account level
  • Understand user profiles
  • Manage contacts
  • Understand tags
  • Manage customer success plans
  • Share success plans with customer portal
  • Generate automated presentations
  • View account timelines across a hierarchy
  • Analyze key metrics for product usage
  • View custom metrics and hierarchy roll-ups
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