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This page gives you an overview of all accounts.

Image of Home page

Search everywhere

  1. To search everywhere, click this box.

    Global search box

  2. Start typing. The results update automatically.

This searches all customers and accounts.

Change the timeframe

  • To change the timeframe for the stats at the top, use this dropdown:

    Dropdown menu for timeframe

Filter by phase

You can filter the data on account status and profitability.

  • To filter by phase, use these checkboxes:

    Phase checkboxes