In the Track Accounts article, we discuss how to track accounts you care about. These are things like Target Accounts, ABM Accounts, and Accounts within your ICP that already exist within your CRM.
Using our AI Company Scoring, it's also an option to automatically import the top rated companies from companies that have high scores based on the similarity to your current customers + signals. To learn more about how these companies get scored, check out the article on company scoring.
These companies on the Auto Import can also include companies that do not exist yet within your CRM so long as they have high scores.
To Automatically Import these accounts:
- Navigate to Track Accounts within your account
- Click on Add Companies in the top right corner
- Auto Import
- Category = Target
- Continue
Decide if you want to use these accounts in signal based campaigns.
For this you'll need Prospects added to the accounts. To search for new prospects for these companies, select the persona that you'd like to find prospects for. If you don't want to find new prospects for these companies you can skip this step by not searching for prospects and clicking finish.
- Finish