This week's feature release is an exciting one and one that a lot of users have asked us for! You can now save the Account and User lists that you create so that you can come back to them later. You can also easily share them with your teammates and access any views that they've created as well.
Why you should save Account and User lists
Our Account and User lists allow you to explore your accounts and users and discover new ones that matter to you. You can slice and dice things based on their characteristics and filter for accounts and users that you own. By saving account and user lists, you're able to return to the lists that you've created before to identify new entrants to that list, as well as monitor existing entrants.
For example, I have two saved lists right now: "Onboarded Customers" and "Non-onboarded Customers". I'm able to quickly monitor the health of customers in both lists, as well as identify which non-onboarded customers to reach out to based on their overall usage of the product.
I can further dive into each account or user by clicking into the detail view, where I can see usage metrics and other firmographic data. Now I have all the context I need to make an informed decision about who to reach out to.
How you can share lists across the company
All saved lists are available for viewing by other members of the company. This means that you can leverage the institutional knowledge your co-workers have by viewing and copying their lists. These shared lists are also really useful if you're running your book of business by your manager (or alternatively, you're walking through your team's book of business).
How to get started
In order to get started, all you have to do is click the button on the top right of the Account and User pages to create your first list. You can also create a new list by navigating to the dropdown in the top left.
- Correlated Team