Prerequisites


To use this feature, you must have Terminus Account Hub as part of your subscription.

 

Overview


Within the Terminus Platform, Account Lists can be used for filtered, highly-segmented reporting, as well as used in the Engage product to orchestrate account-based digital advertising campaigns.

Account lists can also be exported directly from the Account Hub, via a .CSV download, to share with external teams for sales prioritization, or to orchestrate additional marketing programs.

To download a saved account list, you must first select the desired list from the "Account List" section in Global Filters:

Screen_Shot_2019-04-18_at_2.00.27_PM.png

 

Next, scroll to the bottom of the account table, and select the Screen_Shot_2019-04-18_at_2.02.46_PM.png button:

Screen_Shot_2019-04-18_at_2.00.39_PM.png

 

Your CSV download will look like this, and will include the SFDC Account ID, as well as any of the data columns you had visible/selected in the account table at the time of the download:

Screen_Shot_2019-04-18_at_2.05.59_PM.png

 

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