Tips, Tricks & Best Practices

EDror
Member

Key relationships managemet- Target accounts

I'm managing 30 accounts that I am chasing and have roughly 50-60 warm relationships I am managing within those accounts.

I am looking for a way to make sure I am on top of all these in one simple place.
I have the contacts section within  target acounts, but that's per account, I'm looking for a way to unify it all in one place so I don't miss anything

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PamCotton
HubSpot Alumni
HubSpot Alumni

Key relationships managemet- Target accounts

hello @EDror thank you for posting in our Community!

I would recommend you work with lists to add specific criteria to stay on top of your target accounts. 

I want to invite our top experts to this conversation @himanshurauthan @tverdokhlib1 @Sam62 any recommendations for @EDror matter?

 

Thank you,

Pam

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