Skip to main content
Question

How are your teams using the new Account Boards?

  • April 21, 2026
  • 1 reply
  • 9 views

Forum|alt.badge.img

We’re starting to scope out how we want to build Account Boards for our teams, and I was curious how other orgs are utilizing this new feature.

What kinds of Account Boards are you creating?  And for what audience(s)?

How are you incorporating Account Boards into rep/leader workflows?  How are you coaching users to use these Account Boards?

Open to hearing about all experiences y’all are having so far!

1 reply

Nisha Baxi
  • Community Manager
  • April 21, 2026

Thanks for your post ​@Monique Beaudouin tagging in some folks that might have some ideas! ​@Zsofia ​@Kenton Barello ​@Monica Lloyd ​@Miriam John ​@Emily McGrath