You can manage your Target Account List(s) under Target Accounts in the Identification section of the RollWorks platform.
There are 2 ways to set up a Target Account List (TAL):
- Create a Dynamic List
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- Salesforce: dynamically sync over a company list with the RollWorks Salesforce integration.
- Hubspot: dynamically sync over a company list with the RollWorks Hubspot integration.
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- Create a Static List
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- Discover Accounts: RollWorks can help create a company list based on firmographic and technographic attributes that makes sense for your business, otherwise known as your Ideal Customer Profile (ICP).
- CSV: upload a company list in a CSV document (single column with the domain only, ie: rollworks.com)
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