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Selecting 'My accounts'
Selecting 'My accounts'

How to view accounts that you're specifically working on

Wijnand Meijer avatar
Written by Wijnand Meijer
Updated over 2 months ago

Introduction

When working on multiple accounts within a team, you’re likely involved with only certain accounts. Select these accounts as "my account" in TrueClicks as one of your first steps.

Mark each account with just one click on the 🔖 bookmark icon next to it. Multiple team members can select the same account as "my account," allowing for easy collaboration.

Benefits

Using "My accounts" brings advantages to both individual users and team leads:

Benefits for the individual user

  • You can easily focus on your accounts, as they show by default when logging into TrueClicks (the default scope).

  • You'll receive personalized emails about important things happening in your accounts.

  • Your weekly email digest will show your cost-weighted TrueClicks score vs. the company-average TrueClicks score.

Benefits for the team (lead)

  • Everyone can see each other's cost-weighted TrueClicks score in the user-based view in TrueClicks. This creates transparency, accountability, and useful gamification.

  • Everyone knows who's working on which account.

  • Users who select my accounts are 90% more likely to use TrueClicks regularly than those who don't. We're not exaggerating, we've observed this with thousands of users.

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