Using Account Grid

Account Grid enables you to view all accounts from the workspace, with a summary of any relevant information such as the CSM owner.

Your administrator can configure the fields that are displayed in Account Grid. For more information, see Account Field Sets.

Note:

You must have read permissions to the Account, Resource, and Account Customer Success Resource objects to use Account Grid. Contact your administrator.

Tip:

You can right-click a column header to display grouping and sorting actions.

Viewing Accounts

To refresh the data displayed in Account Grid, click .

Note:

Account Grid is read only.