How to Use the HubSpot Target Accounts Index Page

The target accounts index page in Hubspot is a central workspace for sales and account teams running account-based strategies. It lets you organize priority companies, review key engagement signals, and quickly take action with your prospects and customers.

This guide walks you through how to access the page, filter and customize the view, understand every column, and use it to coordinate your sales activities more efficiently.

What the HubSpot Target Accounts Index Page Does

The target accounts index page gives you a focused list of companies that have been marked as target accounts. From one place, you can:

• See which accounts have open deals and their value.
• Check recent engagement, meetings, and logged activities.
• Find assigned owners and buying committee members.
• Filter accounts by stage, industry, region, and more.
• Drill into individual company records when you need more detail.

This specialized view is designed for account-based selling, where you work a defined list of accounts instead of only managing individual leads.

How to Access the HubSpot Target Accounts Page

To open the target accounts index page, a user needs access to the prospecting tools and company records. Once permissions are in place, the page is available from the main navigation in the CRM.

1. Sign in to your account.
2. Navigate to the section where you manage accounts and prospecting.
3. Open the dedicated page that lists all target accounts.

The index page loads with a default set of columns and filters. You can adjust what you see depending on how your team uses account-based selling.

Key Columns on the HubSpot Target Accounts Index

The target accounts index includes several columns with account-level insights. Each column helps you understand where an account stands and what to do next.

Company and Account Details in HubSpot

The core columns typically include:

• Company name: The name of the account. You can click to open the full company record.
• Account owner: The user responsible for managing that target account.
• Lifecycle or account stage: The stage that represents where the account is in your process, such as prospect, opportunity, or customer.
• Industry or segment: Optional data used to categorize accounts for reporting and filtering.

These columns help you quickly see who owns each account, what type of business it is, and where it sits in your process.

Engagement and Activity Columns in HubSpot

The index page also highlights engagement, so you know which accounts are active and which need attention. Common engagement fields include:

• Last activity date: The most recent logged call, email, meeting, or other interaction.
• Number of open activities: Tasks, calls, or meetings scheduled with that account.
• Number of contacts: How many people are associated with the company.
• Buying committee members: Key stakeholders or roles on the account.

These insights guide your daily workflow and help prioritize outreach.

Deal and Revenue Columns

Deal-focused columns show how much potential and existing revenue is connected to each target account:

• Open deal count: How many deals are currently open with that account.
• Total open deal amount: The combined value of all open deals.
• Closed revenue: The value of closed won deals, when available.

Sales leaders can scan these columns to understand pipeline concentration and where to focus resources.

Filtering and Sorting Target Accounts in HubSpot

Filters and sorting options help you quickly narrow down the list of accounts. You can combine multiple criteria to build a focused working view.

How to Apply Filters

1. Open the target accounts index page.
2. Use the filter controls at the top of the table.
3. Select properties such as owner, industry, region, or stage.
4. Apply the filters to update the table.

You can also filter by activity metrics, like last activity date or number of open deals, to see accounts that need immediate attention.

Sorting Your HubSpot Target Accounts

To sort your target accounts:

1. Hover over a column header.
2. Click the header to sort ascending or descending.
3. Use sorting on key columns such as last activity date, open deals, or deal amount.

Sorting helps you identify high-value or inactive accounts in just a few clicks.

Customizing the HubSpot Target Accounts View

You can tailor the index page so each team member sees the information that matters most to them.

Choosing Columns to Display

1. On the target accounts index page, locate the column customization option.
2. Select the properties you want to show or hide.
3. Reorder columns by dragging them into the preferred sequence.
4. Save your view so it is available the next time you visit.

Typical customizations include adding segments, territories, or product-specific fields, depending on your sales process.

Saving and Sharing Views in HubSpot

You can save your customized filters and columns as a view:

1. Configure filters and columns on the index page.
2. Save your configuration as a named view.
3. Choose whether the view is private or shared with your team.

Shared views help keep your team aligned on which target accounts to focus on and which metrics matter most.

Working Accounts from the HubSpot Target Index

Once your page is configured, you can use it as a daily command center for account-based selling.

Actions You Can Take from the Index

From the target accounts index, you can usually:

• Open company records for deeper research.
• Log calls and emails or schedule meetings.
• Create tasks for follow-up work.
• Review deals and create new ones associated with the account.

This makes it easy to move from insight to action without leaving the account overview.

Prioritizing Daily Work in HubSpot

Use the target accounts index as a daily starting point:

1. Filter for accounts with no recent activity.
2. Sort by open deal amount to see high-value opportunities.
3. Identify accounts without active meetings scheduled.
4. Create or update tasks to keep momentum.

This structured approach helps ensure every important account receives regular attention.

Best Practices for Managing Target Accounts

To get the most out of the target accounts index page, follow these recommendations:

• Align with your team on what properties define a target account.
• Keep ownership fields accurate so each account has a clear owner.
• Regularly update stages and activity data to maintain reliable views.
• Review and refine your saved views as your strategy evolves.

When your data is accurate and your views are well structured, the page becomes a powerful tool for account-based execution.

Learn More About the HubSpot Target Accounts Tool

For a full technical reference on the target accounts index page, including the latest interface updates, review the official documentation at this support article. It provides step-by-step details and screenshots that explain each section of the page.

If you are looking for implementation help, strategy, or onboarding services, you can also visit Consultevo for expert CRM and revenue operations support.

By learning how to use the target accounts index page effectively, your team can organize key accounts, focus on the right opportunities, and coordinate outreach in a structured way inside Hubspot.

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