Saved accounts
Everything you saved from your weekly list, ready to work as deals.
Saved accounts are the stores you moved off your weekly list to pursue. They live in the Accounts view of your pipeline, so saving and working a deal happen in one place.
Find your saved accounts
Open Pipeline and switch to the Accounts view (the Saved link takes you straight there). Filter by status: Prospect, Customer, Churned, or Not a fit.
Each row shows the account, its Open deals, Open value, and Last activity. Search by account or domain, and sort by recent activity, in-market score, open value, or name.
Remove a saved account
Use the row actions menu and choose Remove from saved list. If the account still has open deals, you archive those first, so you never lose deal history by accident.
Related
Updated July 6, 2026
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