Uploading Accounts on Track


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.


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


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


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


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.


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


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. 


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. 


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



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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