The Users page allows you to view all users related to your scored accounts. You can view users in list view or detail view.

Users list view

See users in a tabular format; each row in the table represents a unique record.

• Use search to find a particular record
• Use filters to narrow the results in the table
• Sort columns to change the order of data shown in the table
  • Name
  • Email
  • Last engagement date
  • Account(s)
  • # Emails
  • # Calls
  • # Meetings
  • # Tickets
• Hover over the user name to open the detail view

User detail view

The User detail view displays information related to a single user record. 

Attributes

See a summary of key information for the user:

• Associated account(s)
• Title
• Email
• Last engagement date
• Last login
• Source
• See all attributes

User summary

View a current sentiment score (if any) and engagements within the last 90 days:

• Emails
• Meetings and calls
• Voice of the Customer

Recent engagements

View related records for engagement (calls, emails, and ticket activity).