What are the benefits of using Account Views and Lists?

Organizing your accounts into views and lists provides the following benefits:

  • Raises your productivity by making it easy to find the accounts you need and take action on them

  • Displays account, address, product metrics, dynamic attributes, or TSF-related information in one place

  • Allows you to make appointments in the Scheduler for accounts you select from a view or list

  • Allows mapping using Apple Maps integration

  • Allows exporting Account Views and Lists data to a Microsoft Excel file or .csv formatted file