Filter accounts and deals by team structure
Previously, you had to manually filter through all accounts and deals to find what's relevant to your role. Now, Bigmind automatically generates smart list views based on your team hierarchy and CRM ownership—see your accounts, your team's accounts, or individual team member views with one click.
Organization owners get an "All accounts" view. Managers see their team's accounts. Individual contributors see their own. Lists are dynamically generated based on your CRM user mapping and respect your organization's data access policies across all CRM integrations (Salesforce, HubSpot, etc.).
Learn more about Account Lists →
featureaccountsdealsteam-managementcrm