Hidden Accounts

Created by Rahul Danak, Modified on Fri, 17 Jul at 3:40 PM by Vaishnavi Sankaran

Overview

Hide accounts that are not relevant to your organization, from all segments. This feature allows you to maintain a global 'hidden list' where you can hide personal email domains, customers, competitors, partners etc. from being visible across segments.


Things to keep in mind

  1. Currently, this feature only hides companies from your project. It does not remove the companies from identification, nor does it remove it from other features like reports, alerts or workflows.

  2. Accounts once hidden, are hidden across segments. You can see which accounts fall under the hidden accounts list by clicking on 'Show hidden accounts' in a segment.

Using this feature

  1. In any segment, select the accounts that you want to hide by clicking on the checkbox.


2. Click on the 'hide' button to hide the account.

3. You can access the 'hidden accounts' list under 'Settings' -> 'Account Configurations'.

4. Select the checkbox for an account you wish to unhide from this screen, and click on 'unhide'.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article