For example, when I filter by teams it's based on if the owner of the account is a part of a certain team. But if the manager, for example, is part of multiple teams his accounts will show up on every team he is a part of. Basically, I want to filter target accounts by geographic region, not a team. Because someone on the "Example City, State" sales team could also have target accounts in other cities.
My company uses Hubspot to track sales across 3 regions - US, EMEA, APAC - and we work with big insitutions with global operations. Not being able to track this is a massive pain point for us.
I absolutely agree! This target account is not helpful when a company operates as a matrix with people in various roles across different regions.
Right now, we're only allowed one person, per company region. We need to create a function that allows target accounts to be sorted by the client first, so we are manually putting the right clients in the right 'target account bucket'. It also needs to account for duplicates, as several company offices or subsidiaries can exist across different teams...
Yeah the Target Accounts Dashboard is awesome but is severly limited by the ability to only filter it on the pre-defined properties. Should be an option to add additional filter properties to the report
I'm just curious if this is something that Hubspot has any plans around. It makes the Target Accounts functionality unusable for us, which means we have to turn to Callrail or Apollo to actually do our prospecting.
We also want to filter target accounts by our own abm lists to monitor different abm approaches and build account based funnel. - number of target accounts, engaged accounts, opportunitiys/open deals, won
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