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Account Manager Page

Walkthrough Video

Overview

The Account Manager page is where you can prune, update, and organize your account lists. It mirrors the accounts shown on the Home Page, but gives you more control for uploading, archiving, filtering, and creating lists.

Core Concepts

Active vs Archive

  • Active Accounts:
  • Continuously monitored every day for new signals.
  • Stay in your daily workflow.
  • Archived Accounts:
  • Moved out of daily monitoring.
  • Free up space so you can add new accounts.
  • Useful when you’ve already worked an account (sold, lost, disqualified, etc.).

Archiving is essential for staying under your account limits while keeping your list fresh.

Adding Accounts

  1. Upload Company URLs
  2. Paste one or more company URLs directly into the input box.

  3. BirdDog scrapes the data and adds them to your chosen list.

  4. Assign to Lists

  5. Choose the list where the new account should live (e.g., Master List, Enterprise Sales Team).

  6. Accounts can exist in multiple lists if needed.

  7. Scoring

  8. Newly added accounts start at 0 points.
  9. Within ~20 minutes, BirdDog will scrape and assign them a score.

Managing Limits & Credits

  • Every user has an account limit (e.g., 100 accounts).
  • Each month your credits reset, allowing you to replace accounts.
  • To add new accounts when you’re at the limit, you must:
  • Archive old accounts (frees up credits).
  • Then use credits to add new ones.

Example:
- Limit: 100 accounts
- Currently uploaded: 100
- At reset → you get 100 credits, but must archive some active accounts to use them.

Bulk Actions

  • Archive in bulk – remove multiple accounts at once.
  • Delete in bulk – permanently remove accounts.
  • Export in bulk – download account data for offline use.

Selections can be made using checkboxes beside accounts.

Filters

Use filters (similar to the Home Page) to quickly find accounts.
- By account name
- By list
- By status (active, archived)
- By score
- Other filters (signals, location, etc.)

Lists

  • Accounts are organized into lists, which act as buckets.
  • Examples: Healthcare, Enterprise, Technology.
  • Each list can run different signals.

List Management Options:
- Create new lists (e.g., “Demo List”)
- Rename existing lists
- Delete lists you no longer need

Summary

The Account Manager page gives you full control over which accounts BirdDog is monitoring.

  • Add new accounts by uploading URLs.
  • Archive old accounts to free up space for new ones.
  • Use lists to segment accounts by industry, region, or sales strategy.
  • Manage limits through monthly credits and bulk actions.

Think of Account Manager as your control center for prospect lists — making sure you’re always focusing on the most valuable accounts.