Watch the Recording
August 2026
See What Matters: Views, Lists and Tags
Learn how to create insightful and actionable views, lists, and tags that
help your team prioritize work and stay on top of key activities across your
events and accounts. Explore how customized views and event lists,
created with filtering and display options, can serve as operational reports
that surface exceptions, upcoming tasks, and opportunities requiring attention.
You'll also learn how event and account tags can be used to track workflows,
organize information, and enhance reporting.
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