Converting an Inferred Account into a Targeted Account

Modified on Wed, 3 Mar, 2021 at 5:50 AM

You can convert an Inferred Account into a Targeted Account by following these steps:

  1. From the Left Nav Menu, click Accounts.

  2. On the Accounts page, select an Inferred Account that you want to convert.   
  3. By default, the metrics tab opens. Click Convert to Target Account.

  4. Once the Inferred account is converted into a Targeted Account, the Account Type is changed and is displayed on the account listing page.

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