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DocumentationMarketo EngageMarketo Guide

Named Account Overview named-account-overview

Last update: Fri Jul 21 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Named Accounts hold the people from the companies you鈥檙e targeting. The dashboard provides current data of each attribute for all your named accounts.

Named Accounts Dashboard named-accounts-dashboard

TIP
Named accounts are sorted by Created Date by default, however you can sort by any column that has a sort icon in its header.
NOTE
Marketo shows all CRM users synced into Marketo as filter values of 鈥淎ccount Owner鈥 or 鈥淢ember of Account Team.鈥

Named Account Attributes named-account-attributes

ID
Named Account's identification number
Named Account
Named Account's name
People
Amount of people attributed to Named Account
Pipeline
Sum of Amount of all the opportunities in your CRM system that aren't Closed Won or Closed Lost
Open Opportunities
All the opportunities in your CRM that are not Closed Won or Closed Lost.
Domain
Named Account's domain (e.g. marketo.com)
Industry
Type of industry attributed to Named Account
SIC Code
S tandard I ndustrial C lassification - four-digit code for classifying industries
Revenue
The company's annual revenue
Employees
Number of employees attributed to a Named Account
Account Score
Aggregate of lead scores from multiple leads to provide score at an account level
City
Named Account's city
State/Region
Named Account's state or region
Country
Named Account's country
Created Date
Date the Named Account was created
Account Owner
Owner of specified account
Account Team Member
Member of group of stakeholders that work together on specific accounts
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