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Manage your accounts and lists from Slack

Prioritise your week, work from saved lists, and read account plans without leaving Slack.

    Who this is for: Sellers and managers running a book of accounts.You do not need to switch to Vieu to run your accounts.

    This article covers three portfolio-management jobs you can do from Slack: prioritisation, working from lists, and account plans.

    Step 1: Work from your saved lists

    Every account list and people group in Vieu is queryable from Slack. Refer to a list by its exact name.Try these prompts:

    • "What account lists do I own?"
    • "Find connections in my account list [name]"
    • "Which account in my [list name] is most reachable right now?"
    • "Who is the most reachable person in my [list name]?"
    • "Rank the accounts in my [list name] by signal strength"
     

     

    Tip Vieu recognises list names exactly as you saved them, so keep names distinctive. A list called "Q1 Enterprise Targets" is easier to reference than one called "List2".

    Step 2: Build and read account plans

    Start a plan, read the current one, and see what is still missing - all from Slack. Use plan summaries before pipeline reviews so you walk in with the exec view without preparing slides.

    Try these prompts:

    • "Create a plan for [company]"
    • "Who are the stakeholders for [company]?"
    • "Summarise our account plan for [company]"
     
     
     

    The summary surfaces the primary objective, why now, target entry point, messaging hypothesis, open gaps, and supporting proof so you see the shape of the plan without reading every field.

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    Need help?

    If you run into issues during setup or want help with field mapping, reach out to us at valet@vieu.com.