During your outreach activities, you may reach out to multiple people at the same organization. You want to track which organization a prospect belongs to, so that your team can work together efficiently.
Tip: If you need to add several prospects to the same account at once, you can use the bulk-add option.
You can set a prospect's account in their profile screen.
- In the Prospects screen, double-click the name of the prospect you want to edit.
- Click Show More Options on the details panel.
- Scroll down to Account.
- Click the edit button.
- Select the prospect's account.
Account not showing up? You may need to create it.
- Click Done.