"Escalation Review" Account Layout

Account Layouts can serve a number of different use cases, but one that is often overlooked is purpose built views that allow users to dive into a specific aspect of the customer to focus the conversation at hand.

On these record specific layouts, you are likely leaning on Fields modules to pull in the most relevant data points for that record specifically, in this case - accounts! Segments will come into play when you want to pull in information from related records, in this template's case: opportunities and