Quick Tip Video - Reviewing a Portfolio Timeline

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Transcript

In this video, we’ll show you how to review a portfolio by timeline. Major topics include: Account assignment filters and suggested uses.

All account segments include four views: List, Progress, Timeline, Work. The Timeline view is a particularly good tool for using in your 1:1 meetings. Let’s take a look.

First, we’ll want to pull up the list of accounts for one of my team members’ portfolio. To do this, I could click to add a new segment and leverage the My Portfolio shortcut. In my example, I don’t have any results because I’m not assigned to any accounts. But, I could quickly adjust this filter to choose the person on my team that I’m looking for.

Or, another way to see a list of someone else’s portfolio is to add a filter for the account assignment role you’re looking for and then choosing the person’s name from there.

Now that I’m looking at all of Lindsay’s accounts, the next time she and I meet, we can go to the Timeline view and review all recent activity, account by account. Lindsay can even add tasks for herself right from this view, to leave the meeting with actionable notes.