LAYOUT | LEADERSHIP SUMMARY ACCOUNT LAYOUT

edited January 12 in Catalyst 4 Catalyst 3 comments

Difficulty Level: Walk

Time Investment: 40 minutes

The Account Leadership Summary layout is built specifically to give get an executive overview of an account in a single Layout.

The video below will guide you through:

  • Allow leadership to self-serve information about accounts without asking a team member, saving the CS team time answering questions
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