You’ve Earned Your Wings!

Learn More About Account Views and Lists

Now that you know what Account Views and Lists are and how they can help you best interact with accounts, you might be interested in learning how to configure or enable these features in Vault CRM. You can start here:

• Account Views and Lists
• Filtering Accounts in My Schedule
• Displaying Account Maps

Flight Simulator

Let’s practice! Try these exercises in your sandbox.

Challenge 1 - Create a List

Practice creating a list for yourself.

Challenge 2 - View the accounts on a map

From the list you just created, display the accounts on a map.