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CRM Idea Center
Categories Accounts & Contacts
Created by Ashley Scrimo
Created on Aug 26, 2025

On the Overview Page Top 10 for a rep, can we add a column that highlights the top 10 accounts from a users Personal Growth Plan?

It would be helpful to see accounts that not only have a high number of referrals coming in, but are actual targets for the users each month based on their Personal Growth Plan (PGP).

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