How to Create a Target Account List

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):

Screen_Shot_2021-01-19_at_2.54.06_PM.png

  1. Create a Dynamic List
      • Salesforce: dynamically sync over a company list with the RollWorks Salesforce integration.
      • Hubspot: dynamically sync over a company list with the RollWorks Hubspot integration.
  2. Create a Static List
      • 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)
  •  
  •  
Was this article helpful?
0 out of 0 found this helpful