Account list

The Account list table in the data tray provides a list of all of your accounts and shows you the territories they're currently included in along with custom attribute columns that are added to your hierarchies.

The account list displays accounts by their assigned territory group type. For example, if you select Customer accounts from the drop-down, you will only see accounts included in territories that belong to the Customer accounts territory group type. If you select Geographies, you will only see accounts included in territories that belong to the Geographies territory group type. You also have the option to see unassigned accounts for these territories.