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Named Accounts

See named accounts in order of their rank among each other. This list is available to account owners only. Account team support is coming soon.

To see details for a named account, click its name...

...and the overview appears.

See interesting moments by using the drop-down.

Scroll down to see best bets. Interesting moments is here too, along with engaged people.

Click a person's name...

...and see their activity.

You can also switch the view from Engagement to Pipeline!.

To exit out of the named account, click the X on the upper-right.

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