Last week we announced a new User Quick View designed to give reps a better way of gaining all necessary context about a user, faster than ever. We have heard from several customers that it would be great if we could extend this functionality to account data as well.
We didn't waste much time. You can now take advantage of Account Quick View. When you want some key details about an account, but don't want to break your workflow by loading the dashboard, Quick View can help.
Having a 360º account view at their fingertips allows reps to gain customer context which yields more meaningful conversations, higher conversion rates and increased account growth.
The data you need, without the noise
Out of the box, the new Account Quick View highlights key account data like when a customer was last seen, ownership and their engagement score.
We also make it easy to customize the layout, adding the metrics and properties you care about most. Plus, you can arrange the order of the cards incase you want to place more emphasis on conversations or the event timeline.
Zooming in on a specific user is just a click away. Selecting one of the account's users will take you directly to the User Quick View.
Give it a try and let us know what you think!