Account List

Account List is a way to create a list of companies to FuzzyMatch against other leads, accounts and contacts. This account list can later be used to filter leads for routing or segmentation. 

Multiple company names can be entered in the “Free Text Entries” Section, or can be selected if the same company name has been saved in the past. 

Approved Account List can be used in the canvas while creating routing territory and lead segment.

The Account List section allows you to upload the account that can be fuzzy matched against the account itself or the company name that appears on the lead.

Note: The account lists are refreshed every hour and the last refreshed details will be available on the Detail section of the account list.

For more information refer to the following sections:

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