Searching Accounts

You can search for Accounts using the Default and Advanced search. To search for an account, you can follow the below steps.

Default Search

1. From the Left Nav Menu, Click ABM > Accounts.
    
2. Enter the Account Name in the Search field and click Search. 
3. The search string is matched with the names of the accounts and all the matching accounts are returned in the search results. 

Advanced Search

 Search for ABM Accounts based on one or more of the following parameters:

• Domain 
• Account Rep
• Cluster
• Type
• Eng. Stage
• Import Name

Search Accounts based on Domain

1. Click the drop-down arrow in the Search Field. 
2. Enter the search text in the Domain field. Click Search. 
3. The accounts matching the Domain are returned in the search results. 

Search Accounts based on Account Rep

1. Click the drop-down arrow in the Search Field. 
2. Enter the search text in the Account Rep Field. Click Search. 
3.  The accounts matching the Account Representative are returned in the search results. 

Search Accounts based on Cluster 

1. Click the drop-down arrow in the Search Field.  
2. Enter the search text in the Cluster Field. Click Search.  
3. The accounts that are associated with the Cluster are returned in the search results.
   

Search Accounts based on Type:

You can search for Account Type by All or Targeted or Inferred. 

• Search for Accounts based on All Type:
  • Click the drop-down arrow in the Search Field.   
  • Select the All type from the Type list. Click Search.   
  •  Targeted or Inferred Accounts are returned in the search results.

• Search Accounts based on Targeted Type:

  • Click the drop-down arrow in the Search Field.
  • Select the Targeted list from the Type list. Click Search.   
  •  The accounts matching the Targeted type are returned in the search results.

• Search for Accounts based on Inferred Type:

  • Click the drop-down arrow in the Search Field.    

  • Select the Inferred Type from the Type list. Click Search.   
  • The accounts matching the Inferred type are returned in the search results.

Search Accounts based on Engagement Stage

Engagement Stages include: New, Aware, Interested, Engaged, or Highly Engaged.

• Search for Accounts based on the Engagement Stage: 
  • Click the drop-down arrow in the Search Field.  
  • Select Engagement Stage from the drop-down list. Click Search. 
  • Accounts matching the selected Engagement Stage are returned in the search results.   

Search Accounts based on Import Name

1. Click the drop-down arrow in the Search Field.            
2. Enter your search text in the Import Name Field. Click Search.    
3. Accounts that match the Import Name are returned in the search results. 
   

Export Functionality on the Search Page:

You can export Accounts based on the Default and Advanced search functionality. 

Default Search - Account Name

Advanced Search - Domain, Account Rep, Cluster, Type, Eng. Stage, Import Name

1. Export Accounts from the listing page by clicking on the Export button. All Accounts will be exported in a CSV file format.