How do I ensure I collect insights on a company level?

In the section “Named Accounts” you are provided with an overview of all the accounts within the system. An account includes all people with the same email domain (or multiple domains) so that an account usually represents a company

For any account, you can include additional information so that you have an overview of the following account data:
  • Primary & Additional Domains
  • Annual Revenue
  • Country
  • Industry
  • Number Of Employees
  • Account Type (e.g. Customer, Partner, Prospect…)
  • Rating (e.g. A, B, C)
With this information at hand, OneInsight users will always have an overview of the business they are dealing with. 
To learn how to set up the system for Account Management, visit Account Management.
To understand how to use this functionality, visit " Managing Account Type, Rating and Assignment".

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