How do I use Account Center to keep track of all my clients?
Account Center shows all your clients on one screen:
- Open Account Center in the menu (it has a Meta tab and a Google tab).
- Organize accounts with account groups: click New group above the table, give it a name, choose the accounts, and save. Each group becomes a chip you can use to filter the screen.
- Click With delivery to see only the accounts that spent in the period, and use Search account... to find one by name or ID.
- Hover over a row and click the crossed-out eye to hide an account you don't want to see (you can bring it back with the Hidden button).
- Click the Customize card metrics gear to choose the metrics at the top, and use Columns for the table.
- Track the performance of all accounts without opening them one by one.
There is no filter by niche, category, or team member: grouping works through the groups you create.