Ideal Customer Profile settings

Utilize the Ideal Customer Profile (ICP) function to define what a good fit looks like for your organization. 

This could be based on characteristics including industry, company size, and location. Maintaining a list of ICPs helps you focus your efforts on selling to targeted profiles and accounts.

ON THIS PAGE

• Create an ICP
• Modify an ICP 
• Remove an ICP
• Dynamic updates

To manage your ICPs, go to the “Ideal Customer Profile” section.

Create an ICP

• Click on the “Add Ideal Customer Profile” button 

• Select your ICP definitions from a list of firmographic options.

• Enter a name and description for your ICP, then click save. 

After mapping is complete, you will see the list of leads associated with your ICP.

Modify an ICP 

• Click on "Edit" next to the ICP name. 

• Select your new definitions, then save.

Remove an ICP

1. Click on "Remove" next to the ICP name. 

Dynamic updates

Your ICPs will dynamically update when a lead enters or leaves your pre-defined criteria. 

For example, you can create an ICP for leads with a Very High engagement level. 

If a lead's engagement level increases from 'Average' to 'Very High', they will move to your pre-set ICP.