Uploading Accounts on Track

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LeadIQ Track helps monitor your Account Watchlist so that it can provide you with real-time sales signals to allow you to reach out to your prospect at the right time.

 

Uploading Accounts to your Watchlist on Track is easy. Here are a couple of ways to add Accounts on LeadIQ Track.

The first method is to manually add an Account by entering information about it.

Step 1: To manually add an Account, click on the +Add under Accounts to the left of the page.

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Step 2: On the pop-up window, provide the Account Name, Domain, and Location, then click on Add

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Step 3: Once this is completed, the Account will show up under the Accounts watchlist column on the left. 

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Step 4: Clicking on the Account Name will populate Job Changes with the data that has been found. 

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Alternatively, you can do a bulk upload of Accounts with a CSV file containing both the Account Name and Domain.

 

Step 1: Click on Update Watchlist so that you can upload a CSV file.

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Step 2: A new page will appear. If you would like to get a sample CSV file click on Download Sample.

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Step 2.5: If you would like to download a CSV file from your Salesforce instance, there is a Salesforce help article that explains how to export a file.

Step 3: Once you have the CSV file that you would like to upload, you can drag it into the designated field or click on Browse File to manually select it. 

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Please Note: Each plan type has a different cap for the maximum number of Accounts that you can upload.

Plan Type Maximum Account Uploads
Free 10
Starter 50
Pro  150
Enterprise 300

 

Step 4: When the CSV file is finished uploading, click Get Insights. 

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Step 5: The Accounts from the CSV file that you uploaded will now appear on the Accounts watchlist.

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If you have any questions about the Track feature, you can reach out to the LeadIQ Support Team by clicking Submit a Request at the top right of this page.

 

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