How do I access and use the the accounts widget?
The accounts widget shows engagement levels across all of the accounts (companies) in your database.
The graph sorts accounts by Hot, High, Medium, Low, and Not Sure based on the average interest levels of contacts shared with or owned by you.
The account engagement widget will show a breakdown of what percentage of contacts are in any of the five categories:
- Hot - The greatest possible score
- High
- Medium
- Low
- Not Sure - There is not enough activity to sort accounts in this category
Sort by days (intervals of days) or an exact date:
The account engagement report displays the relative rate of engagement over time and can be sorted by date or interest level:
Related Articles
How can I explore enhancements in engagement reports?
Introduction: This document highlights recent enhancements to the engagement report, providing users with a more comprehensive understanding of organizational and user engagement. Users can access this feature in the report section, specifically ...How do I view account based reports?
The Accounts report page refers to the organizes your contacts according to their company or corporate affiliation and provides overall metrics for each Account entity. To view a summary of your accounts’ activity, go to Reports > Connections > ...How do I create a list that segments Users by Engagement Status for a given activity? (For Channel Program Admins)
User Smart Lists are great tools to dynamically segment users based on their attributes or actions. You can also use Smart Lists to send notifications to other Users or to yourself. If you are a channel manager admin, you can utilize the user smart ...How do I review the account overlap report?
Introduction: In this comprehensive guide, we will walk you through the account overlap report process. Let's dive into the step-by-step process. Navigating to Account Overlap report: Click on Reports> Account Overlap Reports ...How to review the ROI Report?
Introduction: In this article, we will delve into the intricacies of the Partner Marketing ROI Report Page, a robust functionality designed to showcase the return on investment (ROI) from partner marketing initiatives. This feature empowers ...