# Account ICP

## **Configuration**

To configure your Account Ideal Customer Profiles (ICPs), follow these steps:

**Step 1:** Access the ICP Configuration Page Navigate to the Settings page by clicking on the settings icon in the Navigation bar. Then, click on **Configuration** and select **Set up ICPs**.&#x20;

<figure><img src="https://3617663430-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkg1i2etLAtvxYMI05e1u%2Fuploads%2F5G907FEJMR7Zm9sCQMXq%2F1ab24428-00d3-48a3-aef1-1ed8d1ba9e30.png?alt=media&#x26;token=3a08e74c-9633-43a9-8649-44a19aa61be1" alt=""><figcaption></figcaption></figure>

**Step 2:** Begin Creating an Account ICP, Click on **New Account ICP.**&#x20;

<figure><img src="https://3617663430-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkg1i2etLAtvxYMI05e1u%2Fuploads%2FcQPYmsJ8at3LwjwfcRbz%2F437701b1-b078-4d35-ad18-7dd5360e28ae.png?alt=media&#x26;token=458fc86c-e3c6-41fe-b5f9-7dcbc59e9059" alt=""><figcaption></figcaption></figure>

Here a new page opens. Here, specify the ICP Name.&#x20;

<figure><img src="https://3617663430-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkg1i2etLAtvxYMI05e1u%2Fuploads%2FbFnKH8X3BgI4RFcjd8hj%2F2c1786b4-2670-4c63-83dc-3ecf54881307.png?alt=media&#x26;token=f49aea82-c1b0-420c-9900-f671d7e4004c" alt=""><figcaption></figcaption></figure>

Then, start adding details by selecting options in the provided filters. For example, if your ICP is a company X with the following criteria:

* Location: USA
* Industry: information technology & services
* Employee Count: 50-200
* Employee By Department: Engineering
* Revenue: 10M-50M
* Technology: Python
* Founded Year : 2023
* Funding:&#x20;
  * **Latest Funding Amount:** Most recent funding amount.
  * **Total Funding Amount:** Overall funding amount.
  * **Latest Funding Date:** Date of the most recent funding.
  * **Latest Funding Stage:** Current funding stage.

As you make these selections in the Filters, the details will populate in the Summary section.

<figure><img src="https://3617663430-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkg1i2etLAtvxYMI05e1u%2Fuploads%2FUxuGHZPEL15tLcZ7cG8X%2Fimage.png?alt=media&#x26;token=2cf530a1-d95f-4b45-915e-27a9213c84ea" alt="" width="440"><figcaption></figcaption></figure>

**Step 3:** Save your Configuration After you've set up your ICP criteria, click **Save** and your ICP is created.

<figure><img src="https://3617663430-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkg1i2etLAtvxYMI05e1u%2Fuploads%2FFPrcdNzfgseSYWSGHHC5%2F73ef0a1d-f0cc-4edf-a323-c0188faa4663.png?alt=media&#x26;token=bd6a8428-4d5f-45c4-bfa1-672aaed47d5d" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3617663430-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkg1i2etLAtvxYMI05e1u%2Fuploads%2FPf1Fwn7cs8f18wcqNlHl%2Fimage%20(8).png?alt=media&#x26;token=4feb9bcc-009c-47b1-a3bd-ab15f11c0a72" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3617663430-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkg1i2etLAtvxYMI05e1u%2Fuploads%2FbbMb8XyFsCPmEe93m7yb%2Fimage.png?alt=media&#x26;token=52cbe6e2-9507-4a5c-8097-380a79c5309f" alt=""><figcaption></figcaption></figure>

Step 4: Activities to Perform with an ICP

* **Activate ICP**: Click on the three dots under the "Action" menu and select **"Set to Active"** to enable your configured ICP.
* **Clone ICP**: Create a duplicate of an existing ICP using the **Clone** option, which you can modify as needed.
* **Edit ICP**: Make changes to an existing ICP by selecting the **Edit** option to update its attributes or criteria.
* **Delete ICP**: Remove an ICP from the system by choosing the **Delete** option under the "Action" menu.
* **Inactivate ICP**: Click on the three dots under the "Action" menu and select **"Set to Inactive"** to disable your configured Active ICP.

{% hint style="warning" %}
**Note**: You can only delete an ICP once it is set as **Inactive**.
{% endhint %}

<figure><img src="https://3617663430-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkg1i2etLAtvxYMI05e1u%2Fuploads%2F4LyYwDN4R8z3vVi2ABid%2Fimage.png?alt=media&#x26;token=31ecfb30-e541-4f4e-84f8-e3d6960c0e7a" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Now you can filter out your  accounts/contacts on Target Account List Page based on these ICP which we have created.&#x20;
{% endhint %}

<figure><img src="https://3617663430-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkg1i2etLAtvxYMI05e1u%2Fuploads%2FhvQuDl8fqnecGPUybw1m%2Fd46a5a82-e4a0-4798-94f2-dd1fad57e187.png?alt=media&#x26;token=6c2c428c-c7d8-4407-b707-ef37b7487c5c" alt=""><figcaption></figcaption></figure>
