Accounts: Table of Accounts
Want to get more granular with the accounts in your list? Look no further!
In the Table on the Accounts tab, you can:
- edit to include additional fields from SFDC
- apply filters using account fields from SFDC
- sort accounts based on engagement in custom timeframes
By selecting the Edit Columns button (at the very very bottom of the page) - you can add new columns, re-order columns, and lock columns for ease of scrolling.
If you want additional visualizations or modeling, you can also export this table!
If you want additional visualizations or modeling, you can also export this table (button next to edit columns)!