Introducing Timelines on your Accounts!

Update on January 29, 2021

It has never been easier to stay up to date with the relevant projects on your account. Not only is it easy, but the timeline visuals are second to none. Timeline is a great way to view an overall summary of the historical, current and future projects on your account.

Screen Shot 2021-01-28 at 7.24.40 AM

 

There are several benefits when using the Timelines component of Account Growth including:Screen Shot 2021-01-28 at 7.24.40 AM

  • Visuals-Get access to excellent visuals on all of your projects connected to your Accounts .

 

  • Historical Snapshots- Stay on top of where you have been and where you are going with your accounts. The Timeline gives you fresh overview of current, up and coming and historical projects on the account.

 

  • Flexibility- Decide whether you would like to see Prospects, Sales Projects and other Account Growth Projects or a combination of all three on a particular account. You can also include open, closed and archived projects on the account- it’s up to you.

 

To get started setting up Account Growth Timelines please head over to our help center here.

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