Filtering Accounts

Filtering your account list is done in the same way you filter your activity dashboard. Look for the upside-down pyramid on the top left of the account list

Follow the same steps for creating a filter, saving a filter and loading a filter outlined in How to filter the activity dashboard

Once you have created the filter you can dive deeper into the health of these accounts and your upcoming renewals by clicking “Filtered Accounts” on the far left of the accounts page.

Click on each number under the Health Score Distribution to reveal the accounts that have been placed with that healthscore and then click on an account you want to learn more about.