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Last updated: June 28, 2023
If you have an account-based marketing strategy, your target accounts index page is the command center for marketing and sales teams to monitor account progress. It enables you to keep track of the accounts you or your team want to work on and quickly filter through these accounts to identify next steps.
The first time you access it, you'll need to set it up by selecting a few target accounts to view in the index page. You can always add more target accounts later.
When you add a target account, you can monitor and analyze the companies' data in your target accounts index page. You can mark companies as target accounts in bulk through updating the Target account property of the company records in the company index page, through a company import, or via a company workflow to True.
Otherwise, you can do it manually within your target accounts index page. To manually add target accounts:
Please note: these companies must have been created, before you can select them as target accounts.
Once you've added your target accounts, you can view high level metrics at the top of your target accounts index page.
In the table, you can view:
To identify potential accounts in your target accounts index page:
You can also identify potential accounts among your company records by creating a score property for your companies or a workflow that helps you mark suitable companies as target accounts based on their property values.
All users can see the Account overview on a high level in the right panel of a company record. If you're a user with a Sales Hub Professional or Enterprise seat, you can access the full Account overview.
Please note: if there's a discrepancy between the number of contacts shown on the target accounts index page compared to a company's Account overview, it's because the Contacts column displays all associated contacts, while the Account overview panel displays contacts only if the company is set as their primary company.