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Who this is for: Brand users and reps.
Keystone surfaces accounts and orders that need follow-up through the dashboard, Accounts list, and Reports — so reps can prioritize outreach without a separate task list.

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Dashboard widgets

Add or enable these widgets from Dashboard → Customize: Click any row to open the account detail page and take action.

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Accounts list

Go to Accounts to browse all customers assigned to you (reps) or across the brand (brand users). Sort and filter by status, rep, region, and growth indicators. Account detail pages show order history, contacts, open orders, and invoices in one place — useful before a follow-up call.

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Reports for outreach

Pin favorites on the Reports hub for quick access.

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Email campaigns

When campaigns are enabled, use Campaigns to send reorder reminders or re-engagement emails to accounts that match criteria — for example, dormant accounts or buyers past their typical reorder cadence. See Email Campaigns.

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Gus

Ask Gus for quick lists:
“Which accounts haven’t ordered in 60 days?”
“Show me at-risk accounts for my territory.”