Define the right territories and target accounts.

In this lesson, Ben, Strategic Customer Success Manager at Stotles, walks you through how to build a buyer list of target accounts and use it to focus your research across the platform. You'll learn how to search for and select buyers using filters like organisation type, save them to a reusable buyer list, and then apply that list to filter expiring contracts, documents, signals, and more. You'll also see how to find contact data within your target accounts and create leads directly from relevant notices.

• Build a buyer list by searching for accounts by name or filtering by category (e.g. local government), then save it for reuse across the platform
• Apply your buyer list as a filter in contracts, documents, and other views to see only data relevant to your target accounts
• Use your buyer list as a dashboard to track signals, open opportunities, contract expiries, and competitor activity in one place
• Access contact data for decision makers within your target accounts directly from the buyer list
• Create leads from relevant notices to save key opportunities and associated contacts to your pipeline