🏨ICP

The Ideal Customer Profile (ICP) tab is where you can create one or multiple ICP records to designate Account fit.

You can set an ICP record as the "Default" so it's automatically associated with an Account record when created.

When creating an ICP record, you can designate the Target Industries, Employee Size, Countries, Account Revenue, Technology Used, and Account Source to determine a best fit ICP based on your go-to-market strategy.

Values that are not added in the ICP record will not be included in the calculation.

When an account record is created or edited, we calculate an ICP Match Fit Score based on the ICP record created compared to the values associated with that Account.

Note: We are also tracking the ICP on the Lead object as well - you can add these same fields to the Lead record as desired.

You can also add the flow "ICP Match Indicator" to your page layout as seen below. This flow offers a visual indicator of the accounts ICP Match score.