HubSpot - Using Contact Fields to Generate Target Accounts

Steps

1. On the left side of the page, click on Contacts

   1. Open

      

2. Under Select Fields For Targeting, choose the fields you'd like to use to build your target account list. When selecting fields, remember to choose those that will help sort and prioritize your accounts.

   1. Open

      

3. Upon selection, the fields will be added to the Review Fields For Targeting section

4. Review the fields selected & click Sync