What are Account Sets? Account sets are a way to organize accounts you want to follow in the Knowland platform. You can create an account set for any grouping you’d like. Check out the Tips and Tricks section for suggestions on groupings that may benefit you and your team.
 
Why Create Account Sets? Once an account set has been created, you can easily view data about these accounts with ease: monitor, research, analyze, and take action using the Account Set as a shortcut.

How to Add and Manage Account Sets

1. Click the blue icon on the right of the account page to access account sets. 

2. Add account to existing or new Account Set:

1. 1. 1. In the pop-up window, navigate to the Account Set section.
      2. Select the Account Set you would like to add this account to OR
      3. Click + Add to New Account Set.
      4. Enter a new account set name.
      5. Click save.

3. Manage your Account Sets:

1. 1. • Click on Menu in the upper left corner of the Dashboard.
      • Click on My Profile which can be found under the Administration section of the Menu.

4. In the Administration window, under Profile, navigate to My Account Sets tab.

1. 1. 1. 1. To rename account sets use the blue pencil icon.
         2. To remove accounts from an account set, use the trashcan icon.

TIPS

• Organize your prospecting efforts by bucketing accounts into various sets such as:
  • My Top Accounts – accounts that you are named on, responsible for, or have a relationship with.
  • My Prospecting List – accounts you find while browsing in Knowland that you plan to prospect. Adding them to this list makes it easy to go back to them or run a report.
  • Exclude Accounts – Accounts that are not right for you. You can exclude this set from a search when you don’t want to see them.​​​​​​​

For additional support, please email clientcare@knowland.com.