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Hello, community. I have a question regarding target accounts.
When I am looking at the feature (contacts -> target accounts) and filter by lifecycle, the number of accounts set as the customer is 0. Despite the companies records are showing the lifecycle as customer in 15 accounts.
The target account feature does not automatically pull in company records that have the Lifecycle stage "Customer" – you have to choose target accounts first by following these steps: Add target accounts
Could you double check?
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
The target account feature does not automatically pull in company records that have the Lifecycle stage "Customer" – you have to choose target accounts first by following these steps: Add target accounts
Could you double check?
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer