Account Management
Review your book of accounts and update owners, fields, and next steps in one view.
Try it yourself
Manage Salesforce accounts in one grid
This walkthrough shows account management in Wave: your full book of accounts in one grid, with the fields you care about editable inline. It gives account managers a spreadsheet view of Salesforce accounts for reviews and bulk updates.
Ready to try it in your own org?
Install Wave free and build your first grid in minutes, or book a demo and we will walk through your use case.