Overview
What is the Accounts List?
The Account List in Evergrowth is your main workspace for viewing, filtering, and managing your accounts (companies).
It displays key information about each account, such as name, website, research score, ICP fit, owner, and more.
You can use filters, save default views, launch agentic actions, and export data directly from this list. From there, you can navigate inside the Account page to view insights, researched info, account plans, and related contacts.
When should I use it?
To prioritize accounts based on research score or other attributes
To launch workflows or agent actions on selected accounts
To filter accounts by owner, ICP fit, ecosystem, vertical, or other criteria
To see and manage your assigned accounts
To export account data for further use in other tools (beyond existing integrations)
To add accounts
Step-by-Step Guides
Add New Accounts
Click “Add new”
If Single account: Enter the Name and website of the company
If Upload CSV: upload the file with Account Name, Domain columns.
The default workflow will be assigned automatically, but you can override it by selecting any other workflow
Choose/add any tags if you want (useful for filtering later)
Click “Create”
Prioritize Accounts by Research Score
In the Account List, locate the "Score" column.
Sort the list by score (click on Score column name) to see which accounts have the deepest research.
100% score means all research agents found useful info.
Lower scores mean less research coverage.
Viewing and Filtering Accounts
Quickly find the accounts or contacts you need.
Go to the Contacts Hub.
Choose either the Accounts list.
Use filters at the top to narrow down by:
ICP fit (Ideal Customer Profile)
Ecosystem
Vertical / Key account
Has contacts
Has account plannings
Is in Do Not Touch
Score
Owner (yourself or others)
Tags
Updated date
Launch Workflows or Agent Actions on Accounts
Select one or more accounts using the checkboxes.
Once selected, the agent and workflow buttons will become active.
Click "Launch Workflow" to run a pre-set workflow (recommended).
Workflows combine multiple agent actions for efficiency.
Alternatively, launch individual agents (e.g., Qualification, Research) if needed.
See only your Accounts by default
Go to the Account List in the Contacts Hub.
Use filters to select criteria (e.g., owner, ICP fit, ecosystem, vertical, tags).
Once you have your preferred filter combination, click “Save as default”.
Next time you open the Accounts page, your default filter will be applied automatically.
See why the Account is a fit (ICP Yes)
In the Account List, find the "ICP" column.
Hover your mouse over the "Yes" (or "No"/"Inconclusive") next to a company.
A tooltip will show the reasoning behind the qualification decision.
Export Account Data
Select accounts using the checkboxes (this page or all pages).
Click "Export."
Name your export file for easy reference.
Choose to export only accounts
Select which fields to export (e.g., account name, domain, ICP, vertical, research data).
Click "Start" to begin export.
Find your export in the Agent Task Feed under the "Export" tab and download as CSV.
Assign or Reassign Account Owners in Bulk
Select accounts using the checkboxes.
Click "Assign Owner."
Choose the new owner and confirm.
FAQ
How do I see only my accounts in the Account List?
Use the owner filter, select yourself, and save as default. Next time, only your accounts will show.
What does the “Score” mean?
It’s useful for prioritization of the accounts that have most research about them. The score shows how many research agents found info on the account. 100% means all agents found data, for example: if you have 10 research agents, then it means that all 10 found information about a specific account.
How can I see why an account is marked as ICP?
Hover over the "Yes" or "No" in the ICP column to see the qualification reasoning.
Can I export account data?
Yes, select accounts, click export, choose fields, and download the CSV from the Agent Task Feed >> Exports.
Where do I find my exported files?
Go to the Agent Task Feed, select the "Export" tab, and download your files.
What’s the difference between the workflow and individual agent actions?
Workflows are recommended because they combine multiple agent actions, saving time and ensuring all steps are completed. Individual agents are exactly as it sound like: if you launch a specific agent, it will do its supposed job. Workflows are superior because you can combine multiple agents and launch them with one click.
Can I assign owners to multiple accounts at once?
Yes, select the accounts and use the "Assign Owner" action.
Additional Notes & Tips
Tags can be added to accounts for custom filtering.
You can assign or reassign owners in bulk.
Use the "Do Not Touch" feature to exclude accounts from outreach.
You can open any account to see detailed info, related contacts, research, and more.