Manage account tiers

Who can use this feature?

  • Admins
  • Available on all plans

Set up tiers to ensure accurate scoring based on how your team wants to segment accounts.

Create a new tier

  1. In Unison, click Settings from the left nav.
  2. Click Account Tiers
  3. Click Add a Tier.
  4. Provide a name for the tier to identify it within Unison.
  5. Choose the tier attribute for the accounts that should be in this tier. (e.g., Enterprise, Mid-market, SMB).
  6. Click Save Changes.
  7. After adding multiple tiers, drag-and-drop to set the order of priority of your tiers.

Choose the custom weighting and rolling window for each tier, if different from the default.

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