Find accounts

Open Find accounts from the sidebar. Start with a clear description of your audience: where the companies operate, their industry, their size, and any relationship they already have with your team.

For example, you might look for mid-sized manufacturers in your territory, then narrow that group by account owner or recent activity. Begin with a few meaningful criteria so you can understand what each one changes.

Check the selected view before adding filters. Your organization can choose an opening view for your group; an explicit view or filter link takes precedence.

Filters and records vary with your organization's data and integrations. CRM-specific criteria require the relevant CRM connection and configuration.

1. Select Add filter and browse or search for an Account filter. You can also choose a Contact filter to require a particular kind of person at each account; see Switch between accounts and contacts.
2. Choose criteria such as Industry, Location, or Employee count. Set the values that match your target audience.
3. Add relationship or activity criteria where relevant, such as Account owner, Lists, or Last activity.
4. Use the available Signal filters when you want to find accounts with a particular reason to act.
5. Review the active filters and the results together. Adjust a value or remove a filter if you have narrowed the search too far.

If your team uses Salesforce, an administrator can add reusable filters in Org settings → Salesforce filters. Ask them to configure the account criteria your team needs, then use the available filters under Add filter → Account. Administrators can follow Salesforce search filters to set up and test these choices.

Account filters can also help you avoid overlap. Where available, use exclusions for accounts in active sequences, warm accounts, or accounts whose sequence recently completed. Choose exclusions that fit your team's prospecting rules.

Find accounts and Find contacts are two tabs of the same search. Use the Accounts and Contacts tabs at the start of the filter bar to see the companies or the people that match your filters. Each tab shows how many results have loaded; a count ending in + means more pages are available.

Switching tabs keeps your filters and the selected view, so you can refine one search from both sides. Opening Find accounts or Find contacts from the sidebar starts a fresh search instead, with your team's default view for that page when one is assigned.

• Contact filters on Accounts: filters such as Job title or Seniority find accounts where at least one contact matches all of them. For example, add a Job title filter to find manufacturers that employ an operations leader.
• Signal filters: on Accounts, they find accounts that have the signal. On Contacts, they find people who have it.

If contact search isn't set up for your organization, the Contacts tab is unavailable and Contact filters don't narrow account results. Hover over the tab or a grayed-out filter to see why, and contact support if your team needs contact search.

Athean heat index helps you prioritize accounts using the signals available to your workspace. Ratings are High, Medium, or Low. Use them alongside your company criteria to choose which accounts to review first.

Open Add filter → Account → Athean heat index and choose the levels you want to include. Select an account's heat indicator in the results to open its details and read the explanation when available. Use that context to decide your next step.

Open an account to check its company details and recent activity. Use its Contacts tab to see whether it contains the people you want to reach. A matching company is a starting point for research, not a complete outreach plan.

Check Open tasks and Unactioned signals in the results before creating more outreach. Open tasks counts overdue and upcoming work across all users. Unactioned signals counts signals from the past 90 days that no one has actioned or ignored. Use these counts to coordinate with the team, then open the account to review the relevant work.

Select relevant rows and choose Add to list to keep them together. Check which rows are selected before applying a bulk action.

To use the same criteria again, open the View menu and choose Save as new view…. The button shows your current view, such as View: All accounts or View: Custom. Give the view a name that describes the audience. The view remembers your filters, pins, and optional column layout; a list collects the records you choose. Follow Saved views to choose what to save.

Check the selected saved view, active filters, owner, and exclusions first. Remove restrictive criteria one at a time to see what changes. If an expected CRM field or filter is absent, ask your administrator about your organization's connection and configuration. For fields on an account record, follow Account and contact Salesforce live fields.

If the range below the results ends with (some matches may be missing), a Salesforce or signal filter matched more records than Athean searches at once. Read the warning that appears with it, then narrow the filters it describes, for example with a shorter Signal date range, or add more filters.

If results couldn't load, select Try again. If Athean says the search expired or can no longer continue, for example after the page has been idle, select Start over to load the results again from the first page.

Once the results look right, select the Contacts tab to apply role-based criteria across your target companies. Your filters carry over.