Where can I see the Hot Accounts for all of my salespeople?

In the Prospects sub-tab, you are able to see all of the accounts within the system. These are sorted by unassigned accounts first, then by Hotness. You can also sort by hotness by selecting the Hotness heading. From here, you can view Snapshot Reports for accounts as well as assign accounts to a salesperson.


For more information on the Hotness Rating of accounts, please see the overview video below:


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Can't find what you're looking for?
Let us help you!

Submit a request