How to Setup an Account Watch
Follow these steps to set up an Account Watch list.
Account Watch files should be created in a CSV formatted file. Within this file there should be a file header row with the following columns:
- Required headers column - Account Name and Domain
- Optional headers column - Street Address, City, State, Country
- Account Watch Attribute columns - These headers will go after the required and optional columns. Each will represent an attribute you define and is specific to your business.
- Ex. account_type, account_owner, campaign code
When you finish creating the headers and populating each row with account information, reach out to your Customer Success Manager (CSM) and send them the completed list. They will then coordinate with our internal team to import your Account Watch list.