Account Engagement Stage

Modified on Mon, 27 Sep, 2021 at 6:20 AM

The Account Engagement Stage Report provides an overview of the engagement stages that are assigned to the accounts.  


Accessing the Account Engagement Stage Reports:

 To access the ABM - Account Engagement Stage Reports, follow the below steps:

  1. From the Left Nav Menu, click Reports > ABM > Account Engagement Stage.   
  2. On the Account Engagement Stage page, the report displays the activity data of each account in a tabular form.  
  3. On the Account Engagement Stage page, you can search and customize the report table. Read here to know how to use the report features.    


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