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3.1 Account Funnel

Naming & Description
Choose a concise, descriptive name (e.g., “Q3 FinTech SMB Outreach”).

Uploading CSV

  • Use the provided template to ensure headers match exactly.
  • Required columns: Account Name, Domain, Employee Size, Country, Industry, Contacts Count (optional).
  • If your CSV has extra columns, the system will ignore them unless you map fields.

Filters

  • Narrow down your account list by selecting Employee Size, Country, and Industry.
  • These filters refine the prospect list and ensure relevance.

Validation

  • The system checks for duplicate domains and flags them.
  • Employee Size values must match your selected dropdown options.
  • On validation failure, invalid rows or inputs are highlighted in red.
  • Save & Next only becomes active when you’ve selected at least one account or uploaded a valid CSV.