Note: Only users with Admin roles can define strategic accounts.
Strategic Accounts on Reveal
If you have top-tier accounts that are important to your business and that you would like to flag in your Account Mapping.
Your strategic accounts will then be tagged in your Account Mappings with a star as shown in the video below.
You can sort and filter Account Mappings on your strategic accounts.
How to flag your Strategic Accounts to Reveal
Go to your Settings to instruct Reveal on how to recognize these strategic accounts from your CRM:
Still have questions about setting up your strategic accounts?