If you’re a CSM or AE, you can filter for actions by your accounts by creating a segment for these users, then filtering by that segment in analysis.
To create a segment, navigate to Definitions > Segments and click Define segment. On the page that appears, add a name, category, and filters for your segment. A segment can be defined based on any combination of behavioral actions and user-level properties.
You can segment users based on the Customer Success/Account Manager that owns those accounts via properties that come with our Salesforce Integration.
To set up a segment for your accounts, set your segment criteria to Contact Owner Name > equals > the name of the CSM/AM.
