Define your Strategic Accounts

Put the emphasis on accounts that matter most - your Strategic Accounts

Delphine Le Person avatar
Written by Delphine Le Person
Updated over a week ago
Note: Only users with Admin roles can define strategic accounts.

Strategic Accounts on Reveal

If you have top-tier accounts that are important to your business and that you would like to flag in your Account Mapping.

Your strategic accounts will then be tagged in your Account Mappings with a star as shown in the video below.

You can sort and filter Account Mappings on your strategic accounts.

How to flag your Strategic Accounts to Reveal

Go to your Settings to instruct Reveal on how to recognize these strategic accounts from your CRM:

Still have questions about setting up your strategic accounts?

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