We've started to lean heavily on the Target Accounts tool and review the target accounts as sales teams on a regular basis. We'd like to have company owner visibility in this table to facilitate these discussions as well as any time anyone is looking at the latest updates for target accounts. Ultimately, it would be great to have the ability to edit the columns to show any company properties in this view.
Specifically, would like to know what the "next steps" are for the target accounts & would like to be able to add that column. To track what is going on at the target accounts, since they are clearly priority.
How is this target account feature otherwise supposed to be used?
@AOven It's good question. When is this feature supposed to be done? The column with "comments" about what is going on with the target account will make the process faster and easier as the "note " feature is not convenient in this case
We'd love to see TCV, contact details, ablity to send a mail shot to our target accounts in one go. See when contracts are expiring or historical deals
Agreed. We currently maintain a separate Excel and I want us to bin it and do everything in Hubspot. Comments / latest column and general editability would be useful.
In short it would be great to be able to edit the information viewable in the Targetd Accounts listing so we can see what is important to us. As we work across different areas, we have 5 market segments, we created a new property to tag our copportunites, so need to be able to see this, as well as having the option for other properties to be added or removed.
Agreed. It would be great to customise the columns in some way. We're also using excel and now a colleague is trying to develop a dashboard in sharepoint.
Please make target accounts customizable. I need to be able to quickly see which companies are owned by which reps. We have a BD team that works on contacts so contacts may be owned by someone else. With ABM a large strategy for some companies, we need to be able to filter which companies belong to which rep in a column.
Please make it possible to edit / add / remove columns in the Target Account section. And additionally we'd like to be able to customize the 'create target account'-function with conditional questions, so we can assign target accounts into the market segments at the earliest state.
I totally agree. I am also looking to add what the "next steps" are for the target accounts & would like to be able to add that column. To track what is going on at the target accounts, since they are clearly priority.
