Named Account Overview

Named Accounts hold the people from the companies you’re targeting. The dashboard provides current data of each attribute for all your named accounts.

Named Accounts Dashboard


Named accounts are sorted by Created Date by default, however you can sort by any column that has a sort icon in its header.


Marketo shows all CRM users synced into Marketo as filter values of “Account Owner” or “Member of Account Team.”

Named Account Attributes

ID Named Account's identification number
Named Account Named Account's name
People Amount of people attributed to Named Account
Pipeline Sum of Amount of all the opportunities in your CRM system that aren't Closed Won or Closed Lost
Open Opportunities All the opportunities in your CRM that are not Closed Won or Closed Lost.
Domain Named Account's domain (e.g.
Industry Type of industry attributed to Named Account
SIC Code Standard Industrial Classification - four-digit code for classifying industries
Revenue The company's annual revenue
Employees Number of employees attributed to a Named Account
Account Score Aggregate of lead scores from multiple leads to provide score at an account level
City Named Account's city
State/Region Named Account's state or region
Country Named Account's country
Created Date Date the Named Account was created
Account Owner Owner of specified account
Account Team Member Member of group of stakeholders that work together on specific accounts

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