Clypboard's Account Manager page allows you to view accounts and see their annual value, child locations, past due amounts and more at a glance:
Filter your accounts by manager and bulk reassign accounts with a few clicks:
Annual values and past due amounts are prominent on both the account manager page and the account pages:
Selecting an account drills down to its specific locations, contacts, account managers, and tags for ease of editing:
Reports are available on each account for invoices, profit, contacts, and more:
