Accounts in SalesLoft are the equivalent to Accounts in your Salesforce instance. Your SalesLoft Accounts are the businesses or companies you want to sell to and engage with throughout the sales process.
The Accounts page allows you to view all of your Accounts at a glance, create new Accounts, and archive Accounts. Here you can view the Account name and domain, how many people you have in your SalesLoft database at that company, Account stage, tags, stats, the date the Account was last contacted, the owner, and the date the Account was added.
To access the Accounts page, select the account icon that looks like a building from the side nav.
In this article, we will walk through the Account page layout and explain each piece of the page, including:
- Saved Account Views
- Account Filters
- Account Search
- Add a New Account
- Accounts List
- Sort Accounts
- Select Account Actions
Filtering your Accounts list allows you to view Accounts that contain specific criteria. When you use filters to set a certain view, you can save the filtered list. This way you can easily access a view without having to recreate the same filter each time you access the Accounts page.
To save a filtered view, follow these instructions:
1. Go to the Accounts page.
2. Filter the list.
3. As you change the filters, a Save As button will appear in the upper left corner of the Accounts page. Click Save As.
4. Enter the new name of your view. Hit Save.
5. Once the view has been created you can access it by selecting the name in the top left corner of the Accounts page. A dropdown will appear with your saved views listed. Select your view.
Account filters allow you to drill down the list of Accounts you are viewing based off of certain criteria. The filters are broken down into the following categories:
- Last Contacted Date
To learn more about the filter options, check out our Account Page Filters Knowledge Base article (coming soon).
Allows you to search for a specific company or group of Accounts. To use the search bar, follow these steps:
- In the search bar, enter the name of an Account or URL to define your search.
- Hit the enter key.
- Your Account list will then display the search results. The filter bar will appear, defining the search criteria that fits the current listview.
- To clear your results, select Clear from the filter bar.
Add a New Account
To manually add a new Account to SalesLoft, follow these steps:
- From the Accounts page, click Add Account on the right side of the page. The Add Account module will appear.
- In the Add Account module, type in the Account name in the Name text box. Accounts that share similar names will appear as you enter the name.
- Things to Note: If you discover that the Account already exists in SalesLoft, do not create a second Account. Adjust your filter and search for the existing Account.
- Add the domain (website) in the Domain text box.
- Things to Note: Name and Domain are required fields for SalesLoft Accounts and must be entered before an Account can be created.
- Click Create Account. The Account will save and be added to your Accounts list.
The Accounts list is your comprehensive view of Accounts. From the Accounts list, you can quickly view basic Account information and select Accounts to take specific actions. You can also sort your list by selecting the column headers.
Things to Note: If fields are missing information, they can be edited from the Account’s Profile page.
Let’s take a look at the different data columns that are on display in the Accounts listview:
- Account Name: The name of the Account.
- Website: Website associated with the Account. This is also known as the Domain upon creating the Account.
- People: Number of People associated with that Account.
- Stage: The Account’s most recent Account stage.
- Account Tier: The Account tier that has been applied to the Account.
- Tags: Labels attached to the Account. Selecting a tag will filter the list by that tag.
- Stats: Metrics affiliated with that Account based on the related Person activity. Each stat will be under an icon. The stats shown include:
- Calls Logged All-Time
- Emails Sent All-Time
- Emails Opened All-Time
- Emails Clicked All-Time
- Emails Replied All-Time
- Last Contacted: When communication with this Account was last attempted.
- Owner: SalesLoft user who owns the Account. The owner defaults to the user who imported the Account unless reassigned.
- Date Added: When the Account was added to SalesLoft.
You may sort Accounts by selecting the column headers. Account data will appear in ascending or descending order by clicking a column name.
SalesLoft allows you to do more with Accounts other than filter & sort, add new Accounts, and view information. When you select the checkboxes to the left of an individual or multiple Accounts, additional Account action items appear at the top of your Accounts list. Below is a list of the available actions:
- Update Owner
- Set Stage
- Edit the Tier
- View list of People linked to the Account(s)
To learn more about each of these actions, check out our Select Account Actions from the Accounts Page article.