🏢 Accounts View
Browse and manage all customer accounts.
Overview
The Accounts View provides a comprehensive list of all customer accounts with powerful filtering, sorting, and search capabilities.
Account List Features
- Search — Find accounts by name or domain
- Filters — Filter by health, stage, plan, traits
- Sorting — Sort by health, activity, name, etc.
- Columns — Customize visible columns
- Saved Views — Save filter combinations
Account Details
Click any account to view:
- Health score and trend
- Journey funnel stage
- Active signals
- Users and their activity
- Support tickets and conversations
- Usage metrics
- Subscription details
Saved Views
Create saved views for quick access to common filters:
🚨 At RiskHealth < 50
📈 Expansion ReadyUsage > 80%
⭐ EnterprisePlan = Enterprise
✅ Tip
Create a saved view for your daily priority accounts and set it as your default view.