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Managing Account Status: Deleting, Archiving, & Activating

Walkthrough Video

Overview

Maintaining a clean and relevant book of business is critical for accurate signal tracking. BirdDog provides three primary ways to manage your account list: Deleting, Archiving, and Activating. Whether you are a rep cleaning up your personal view or an admin managing the entire organization's capacity, these tools ensure you are only monitoring the accounts that matter.

User Actions: My Accounts Page (0:00 – 0:31)

Individual users can manage their assigned accounts directly from the main dashboard.

  1. Select Accounts: Use the checkboxes next to company names to select individual accounts, or run a Filter (e.g., Score < 10) to select a specific group.
  2. Choose Action: A bulk-action menu will appear with the following options:
    • Delete: Permanently removes the account and its historical signals from your view.
    • Archive: Removes the account from your active monitoring but keeps it in the system. This is the best way to free up capacity without losing the account data entirely.
    • Activate: If you are viewing your "Archived" list, use this to bring a company back into active monitoring.

Admin Actions: System Setup (0:32 – 1:01)

Admins have a high-level view of all accounts across every user's list. This is useful for clearing out legacy data or re-balancing account loads across the team.

  1. Navigate to System Setup in the bottom-left corner.
  2. Click on Manage Accounts.
  3. Granular Management: This view lists every account currently in the platform. You can:
    • Filter by Rep/Owner to clean up a specific team member's list.
    • Filter by Last Activity or Point Score to identify dead leads.
    • Bulk-delete or archive accounts at the organizational level.

Archive vs. Delete: Quick Reference

Action Result Best For...
Archive Stops active tracking; frees up a license "seat." Accounts that might be relevant later or accounts you want to keep in your CRM history.
Delete Wipes the account and all associated signal data. Competitors, duplicates, or accounts that no longer fit your ICP.

Pro-Tip: Capacity Management

If you are trying to add a new list of URLs and get a "Capacity Reached" error, go to your Manage Accounts page and filter for accounts with a Score of 0. Archiving these accounts is the fastest way to make room for new high-intent prospects.

Support

Need to bulk-archive thousands of accounts at once? 📧 noah@getbirddog.ai | 📞 (231) 855-8001