Set a prospect's account

Set a prospect's account Group prospects for the same account together by setting their account.

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.
Is the account not showing up? You may need to create it.

Click Done.

Updated on: 07/06/2024