Accounts

Within the Account Tab, you have access to a detailed list of companies with the potential to become your customers. Offering a consolidated overview of these accounts, the Account Tab assists you in prioritizing and directing your efforts towards high-value prospects.

You can move your Accounts to the Target Account List page by following these steps:

Step 1: Apply filters to the Accounts section to refine your search based on your preferences.

You can refer to the detailed filters below for more options.

Filter View

Definitions

The Account View contains the following filters

1. Company: Filter accounts by their affiliated companies or organizations.

2. Location: Filter accounts by their locations.

3. Industry: Filter accounts by industry types they are associated with.

4. Employee By Dept.: Filter accounts based on the number of employees in specific departments within the company.

5. Company Keyword: Filter accounts based on keywords related to the company's name or business.

6. Employee Count: Filter accounts based on the number of employees within their company.

7. Revenue: Filter accounts based on their associated company's revenue range.

8. Technology: Filter accounts based on the technologies used by the company.

9. Funding:

   • Latest Funding Amount: Filter by the most recent funding amount.

   • Total Funding Amount: Filter by the overall funding amount.

   • Latest Funding Date: Filter by the date of the most recent funding.

   • Latest Funding Stage: Filter by the current funding stage.

10. Founded Year: Filter accounts by their Founded Year

11. Retail Locations: Filter accounts by the number of retail locations

12. Industry SIC Code: Filter accounts by their Standard Industry Classification (SIC) code.

13. Industry NAICS Code: Filter accounts by their North American Industry Classification System (NAICS) code.

Step 2: Select the Accounts that match your criteria.

Step 3: With a single click, move the selected Accounts to the Target Account List.

These Accounts are now added to the Target Account List page, where you can use them for further engagement.