Use the target accounts index page

If you have an account-based marketing strategy, your target accounts index page is a centralized location for marketing and sales teams to monitor account progress. This index page allows you to discover and add new target accounts, keep track of the accounts you or your team want to work on, and quickly filter through the 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 on the index page. You can add more target accounts later.

Add target accounts

When you add a target account, you can monitor and analyze the company's data on your target accounts index page. You can mark companies as target accounts by updating the Target account property to True. This can be done in the following ways:

• Get started with target accounts: HubSpot provides an onboarding experience on the target accounts index page to help you through the setup process of adding target accounts manually or discovering net-new companies. 
• Set targets accounts in bulk: update the company records from the company index page or through a company import.
• Set up an automation: use a company workflow to update the Target account property to True.
• Directly from the target accounts index page: you can both manually assign company records as target accounts and discover net-new companies to assign as targets from the index page.

You can remove a target account by updating the Target Account property to False in the record directly, in the relevant index pages, through an import, or via a workflow.

Assign existing company records as target accounts

1. In your HubSpot account, navigate to CRM > Companies, then click See Target Accounts.
2. In the upper right, click Choose target accounts.
3. In the right panel, on the In CRM tab:
   • To search all companies in your CRM, in the Source section, select All companies in CRM.

• • To filter your companies by a list, in the Source section, select Companies from a list. In the Select a list dropdown menu and select a list.

• • To filter your companies by target markets, toggle the Filter by companies in my target markets switch on.
    • Click the Any target market dropdown menu and select a target market.
    • Click Edit target markets to add a new target market.

• • To refresh your search results, click Find companies.
    • To select specific companies within the search results, use the Search bar in the top right and click the checkbox next to the relevant companies.

• • • To select all the companies on a page, click the checkbox next to the COMPANIES column heading.
    • To select all companies in the search results, click Select all X companies in the bottom right. In the dialog box, click Select companies. It may take a few minutes for the companies to be assigned as target accounts.

• • Once done, click Select accounts. The selected accounts will be added to your view.

Please note: only existing companies can be selected as target accounts. 

Search for net-new target accounts using Breeze

You can search for and add net-new companies as target accounts. This requires Breeze Intelligence credits, as the companies will be enriched when you add them to your account. Learn more about using Breeze Intelligence credits.

1. In your HubSpot account, navigate to CRM > Companies, then click See Target Accounts.
2. In the upper right, click Choose target accounts.
3. In the right panel, click the Net-New Companies tab.

• • By default, you must search net-new companies by searching in your target markets, so the Filter by companies in my target markets toggle will be on.
    • Click the Any target market dropdown menu and select a target market.
    • Click Edit target markets to add a new target market.

• • To refresh your search results, click Find companies.
  • Search for the company you want to target and select the checkbox for the company.
    • To select all the companies on a page, click the checkbox next to companies.
    • To select all companies in the search results, click Select all X companies in the bottom right. In the dialog box, click Select companies. It may take a few minutes for the companies to be assigned as target accounts.
  • Once done, click Select accounts. The selected accounts will be added to your view.

Identify other target accounts

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.

Filter and edit target accounts

Once you've added target accounts, you can view, filter, and edit them from the target accounts index page.

1. In your HubSpot account, navigate to CRM > Companies, then click See Target Accounts.
2. In the upper right, click Choose target accounts.
3. On the Target accounts page, view a list of your target accounts. 
   • To filter your target accounts, click the filters at the top of the table. Click Advanced filters to further customize your filters.
   • To edit the information that's displayed in the table, click Edit columns.
   • To research companies using the prospecting agent (BETA) or to edit the companies, click the checkboxes next to the target accounts, then click one of the following options:
     • Start research (BETA) (Sales Hub Professional or Enterprise): uses the prospecting agent to research the company and display insights on the Research Agent tab of the target account.
     • Edit: Click the dropdown, then select a property to update. Enter the edited information, then click Update. You can also edit some properties directly from the table.

View a target account

1. In your HubSpot account, navigate to CRM > Companies, then click See Target Accounts.
2. On the Target accounts page, click a target account.
   • In the right panel, you can view and edit information about the target account.
   • In the bottom right of the right panel, click View record to view the full company record.
   • To close the target account click X in the upper right.

Summary

On the Summary tab, you can view details about the target account.

1. In your HubSpot account, navigate to CRM > Companies, then click See Target Accounts.
2. On the Target accounts page, click a target account.

• • In the right panel, under the Data highlights section, view contacts associated with the target account, emails, logged calls, and meetings. Click the dropdown menu in the top right of the section to change the timeframe.
  • In the Breeze record summary section, view a company summary generated by Breeze. To ask Copilot questions, click Ask a question. The Copilot chat will open where you can enter additional prompts.
  • In the About this company section, you can view and edit properties for the company. You can also edit properties in bulk from the Target accounts table.
  • In the Deals section, view any associated deals.

Research (Sales Hub Professional and Enterprise)

On the Research tab, you can review research from the prospecting agent (BETA).

1. In your HubSpot account, navigate to CRM > Companies, then click See Target Accounts.
2. On the Target accounts page, click a target account.
3. In the right panel, click Research.
4. Click Start research to let the prospecting agent begin research.

Buyer Committee

On the Buyer Committee tab, you can view details about the company's associated contacts and the HubSpot users who have created or been part of activities associated with the company.

1. In your HubSpot account, navigate to CRM > Companies, then click See Target Accounts.
2. On the Target accounts page, click a target account.
3. In the right panel, click Buyer Committee.

• • In the top right, click + Add to associate a new or existing contact with the target account.
  • Select the Buying roles checkbox to only view contacts in buying roles.
  • To take an action like sending an email or enrolling the contact in a sequence, hover over the contact, click Actions, then select an option. If no actions have been taken yet for a contact, click the Start outreach dropdown menu to select an option.
    • Draft an email with AI (BETA) (Sales Hub Professional or Enterprise): drafts an email using one of your prospecting agent selling profiles. 
    • Enroll to agent (BETA) (Sales Hub Professional or Enterprise): manually enroll the contact into the prospecting agent.
    • Enroll in sequence: manually enroll the contact into a sequence.
    • Create an email: write a 1:1 email.
    • Make a phone call: call the contact.
    • Schedule a meeting: schedule a meeting with the contact.

Activities

On the Activities tab, you can view and filter the activities associated with the target account.

1. In your HubSpot account, navigate to CRM > Companies, then click See Target Accounts.
2. On the Target accounts page, click a target account.
3. In the right panel, click Activities. 
   • Enter a term in the search bar to search for a specific activity. 
   • To view specific activity types, click the Filter by dropdown menu, then select or clear the checkboxes next to the desired activities.
   • To expand or collapse an activity, click the right arrow to expand and the down arrow to collapse. To expand or collapse all activities on the card, click Collapse all, then select Expand all or Collapse all.

Analyze target accounts

From the target accounts index page, you can view reports related to your target accounts. You can also export the unsummarized data from these reports.

View target account reports

To view reports on target accounts:

1. In your HubSpot account, navigate to CRM > Companies, then click See Target Accounts.
2. At the top, click the Analyze tab.
3. The dashboard includes the following reports:
   • Activity totals on target accounts: a summary of the total number of notes, booked meetings, sent sales emails, and sales email replies for your target accounts.
   • Target account sales activities: a timeline showing the number of sales activities for your target accounts for each month, broken down by activity type.
   • Open target account pipeline: a chart displaying the deal stages and values for deals associated with your target accounts.
   • Closed target accounts: a chart displaying the close dates and values for deals associated with your target accounts.
   • Target accounts by industry: a chart displaying the number of target accounts in each industry.
   • Target accounts with no buying roles: a list of target accounts with zero associated contacts with a buying role. 
   • Target account totals by rep: a summary of the total number of target accounts owned by each rep.

Export target account reports

To export the unsummarized data from a target account report:

1. In your HubSpot account, navigate to CRM > Companies, then click See Target Accounts.
2. At the top, click the Analyze tab.
3. In the dashboard, click the verticalMenu three vertical dots icon on any report and click Export unsummarized data.
4. In the dialog box, enter a name for the export.
5. Click the File format dropdown menu and select a file format.
6. Click Export. Once the export is processed, you'll receive a download link through email and in the notification center.