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My Accounts Overview
My Accounts Overview
Lauren Hayes avatar
Written by Lauren Hayes
Updated over a year ago

The My Accounts tab in Keyplay is where you can view all the accounts Keyplay was able to validate and score from your CRM as well as any accounts you've saved from Keyplay's Discover tab.

There are 3 pre-saved views in the My Accounts section.
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​All: Shows all validated CRM accounts and accounts saved from Keyplay's Discover tab

CRM: Shows all validated CRM records

Saved: Shows all saved accounts from Keyplay's database

My Accounts Functionality

To Tag, Exclude, or Override the tier of an account, simply select the account or subset of accounts, then choose the button as shown here:

You can also Export, Sort, Filter, edit the Columns, and Search in the My accounts view.

Export

You can export your accounts from Keyplay to a CSV. Simply click the export button and select the appropriate option. To learn more about exports, see our guide here.

Sort

You can sort your accounts by either best fit to worst fit or worst fit to best fit. This is based on the overall fit score. To learn more about scoring, see our guide here.

Filter

You can filter by a number of Keyplay data points in the My Accounts tab such as Tier, any signal in your model, lookalike accounts, any category, any audience, and a specific employee range.
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For example, you can filter by tags to see the accounts you saved from your discover tab.

Columns + Search

You can also edit the columns shown and search for specific accounts in the My Accounts tab.

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