Groups organize your accounts (by segment, tier, or however you like), and the Advanced Filter finds exactly the accounts you need — and can save that view.
Where to find it: Left menu → Sales → Pipeline → Accounts → Add Group / Advanced Filter. Part of the Accounts guide.
Groups organize your accounts; filters find exactly the ones you want.
Groups
Add Group creates a new group to sort your accounts into — for example by tier or region. Rename a group in place, reorder them, and delete ones you don’t need.
Advanced Filter
Open Advanced Filter (the Complete Filter View) to build a precise query:
- Filter Scope — search the Current Group or Specific Groups.
- Conditions — pick a field (ARR, churn risk, ICP fit, health, CSM…) and an operator, enter a value, and combine several with AND or OR. Add Condition for more, and Add Group to nest logic.
- Apply Filter to filter now, Clear to reset.
Saving a view
Save to view keeps a filter for reuse: give it a name, choose who can see it (everyone, specific users, or private), and save it as a List View or a New Tab on the board.
What’s next
- Back to the Accounts overview.
- See The board & account types.
- See AI health, churn & follow-ups.