Account Management & Relationship Mapping Overview

Objective

Learn how to create, organize, and map your prospects and accounts — from importing and segmenting records to mapping the people inside an account.

Applies To

• Product area: Account Management & Relationship Mapping
• Audience: Sellers and content managers, with some admin setup

Overview

Account Management & Relationship Mapping is where your prospect and account data lives and gets organized. Use the areas below to learn how each one works and how to put it into practice.

• Prospects — Manage prospect records — stages, tags, notes, merging, and recovery.
• Accounts — Manage account records and use Smart Account Plans and Assist.
• Smart Views & List Management — Create, edit, share, and filter Smart Views to segment your records.
• Imports & Exports — Bulk-create records from CSV and export records, with import logs.
• Relationship Mapping — Map account relationships for account planning.
• Sales Intelligence Tiles — Set up and customize intelligence tiles, including LinkedIn Sales Navigator.
• Product & Purchases — Track products and purchases on accounts and sync them with your CRM.