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Customizing Layouts

View data about your customers in a customizable, modular dashboard

  • Filter layouts and views Promoted article
  • Create and manage layouts
  • Manage customer hub layouts
  • Add an aggregates module
  • Add a segments module
  • Add a trends module
  • Add an embedded module
  • Add a historical trends module
  • Add an activities module
  • Add a fields module
  • Add an engagement module
  • Use case: Prioritize your work with success plans
  • View the Parent Rollup layout
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