When you are syncing over your account lists using the ABM playbook, you can now add properties to your account lists to keep more information about your prospects in Drift!
Billing Plan: ABM Lists are available on the FY22 Premium, Advanced, and Enterprise plans.
In this article, we'll cover:
- Adding Properties To Your Synced ABM Lists
Adding Properties To Your Synced ABM Lists
First, go to Visitors > All accounts, and select an account.
Note: Once a property has been created you are not able to edit or delete it.
From here, you can choose to create a Property associated with your account, or add a property that you've already created previously:

If you are creating a property, the first thing you'll want to do is choose what type of property you are adding to the list:

After choosing the property you are trying to add to the user, you can fill in your property label. This will be the title of the property:

Next, you'll be taken back to the Account's information, and you can add your new property to the account:

Your new property will show up on the Account's description!
Note: Once an account property has been created you must wait twenty four hours before you import a CSV with your new value.
Still stuck? If you need more information on Salesforce please reach out to Salesforce Support.