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Scope prospecting to named accounts

Upload the companies in your book so Discover and agents only find people who work there.

6 steps about 1 min captured 2026-10-17 Artra
1

Open Settings → Prospecting Accounts → "Manage my accounts" (or /my-accounts).

Step 1: Open Settings → Prospecting Accounts → "Manage my accounts" (or /my-accounts).
2

Upload a CSV of company domains (one per row) and click "Upload accounts".

Step 2: Upload a CSV of company domains (one per row) and click "Upload accounts".
3

Or click "Paste" and drop in a list of domains.

Step 3: Or click "Paste" and drop in a list of domains.
4

Paste domains one per line, then save.

Step 4: Paste domains one per line, then save.
5

Filter the list, or "Remove all" to clear it.

Step 5: Filter the list, or "Remove all" to clear it.
6

Admins choose the mode under Org settings → "Account scoping": Open, or Named accounts so each rep stays inside their list.

Step 6: Admins choose the mode under Org settings → "Account scoping": Open, or Named accounts so each rep stays inside their list.
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