Account Kanban

Kanbans on custom organization fields are here! Just as a refresher, kanbans are card-style boards that you can use to:

  • View target accounts by type, size, where they are in the buying process, etc.
  • Move and sort organizations
  • Provide quick reporting on how many organizations are in each type

You can also apply Organization Segments to the kanban boards to further filter them. Segment by country, state, account type, etc.

To learn how to set up your own, see this video: