What are Account Views and Lists and how do I use them?
Account Views and Lists are an easy way to organize your accounts, enabling you to group them according to a set of criteria in My Accounts. Accounts can be grouped into views that you access on your device. For example, you might have a view that includes only pharmacies. Or you can create a list that displays only pharmacies located in Ohio. This lets you quickly find the accounts you're looking for.
Your Flightpath
Your Flightpath includes everything you need to understand Account Views and Lists in Vault CRM.
| What are the benefits of using Account Views and Lists? | ~ 3 min. |
| What are Account Lists? | ~ 3 min. |
| How do I create an Account List? | ~5 min. |
| What are Account Views? | ~ 3 min. |
| How do I create an Account View? | ~5 min. |
| Where can I use Account Views and Lists in Vault CRM? | ~8 min. |
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~10 min. |
