Account Suggestions Guide

What are Account Suggestions?

Account Suggestions is a RollWorks feature that enables you to expand your existing Account List(s) by discovering net-new accounts that are a good fit for your business. These accounts are suggested only after you use the Account Scoring feature to grade your Account List(s).

 

Who is eligible to access Account Suggestions?

Customers with Standard, Professional, and Ultimate packages have access to the Account Suggestions feature.

To find your current subscription package, log in to RollWorks and navigate to Settings > Billing > Plans & Usage. If you do not have an active package you will not see 'Plans & Usage'.

 

How do I get new Account Suggestions?

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  • Click the Account List that you graded and click 'Suggestions'

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The Account Suggestions will be listed. You can add additional columns with more data by clicking 'Columns'

 

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