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Viewing Recommendation Data for Accounts

For Business-to-Business (B2B) applications, you can view data for real-time decisions in the Account Summary (RTD) view.

To view data for real-time decisions for an account

1. Navigate to the Accounts screen, and then the Accounts List view.
2. Drill down on the Name field for the account record.
3. Click the Account Summary (RTD) tab.

   The view displays the activities, recommendations, responses to recommendations, and retention actions for the account that you selected.