How to set up target accounts

Oktopost allows you to define a list of companies that you want to track as part of your account-based marketing strategy. If you set up target accounts, Oktopost will highlight and send you notifications about activities by leads that work for these companies.

To set up target accounts, go to Settings > People Database > Target Accounts, click on Add Accounts, enter the domain names of the companies that you want to track, each in a new line, and click Save. Once you've saved the domain names, Oktopost will attempt to collect the company name from each domain, a process that can take a minute or two.

As soon as your list is set up, you can head back to the People Database tab and filter the New, Saved, and Synced Leads reports by target accounts.

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