Named Account Overview
Last update: July 21, 2023
- Topics:
- Target Account Management
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. marketo.com) |
Industry | Type of industry attributed to Named Account |
SIC Code | S tandard I ndustrial C lassification - 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 |