> For the complete documentation index, see [llms.txt](https://docs.hockeystack.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.hockeystack.com/account-intelligence/getting-started/enable-sales-reps-in-hubspot-salesforce.md).

# Enable Sales Reps in HubSpot/Salesforce

{% hint style="info" %}
**Pre-requisites:** 

(REQUIRED) You should have built the [Starter Workflow](/account-intelligence/workflows/starter-workflow.md) or any other HockeyStack workflow that syncs data from high intent accounts to your CRM on an ongoing basis.

(OPTIONAL) If you use Salesforce, setting up the [iFrame embed inside Salesforce](/account-intelligence/getting-started/salesforce/salesforce-iframe-installation.md) will be helpful for reps.
{% endhint %}

This guide is for HockeyStack Admins that want to help sales reps act on high-intent accounts and contacts surfaced by **HockeyStack Account Intelligence.**

To do so, we will outline two CRM views (tables) they can work from daily. These use HockeyStack scores, engagement data, and ownership filters to drive action.

### Table 1: **Net New Prospects**

#### Goal: Show reps high-scoring, unowned accounts worth pursuing.

Create a view/report filtered as:

* **Company properties:**
  * HockeyStack Intent Score ≥ 60
  * Last Sales Activity Date > 14 days ago
  * Owner is **someone who is not a sales rep** or **unassigned**
  * Filters to exclude current customers and existing pipeline
  * **...** Additional ICP filtering as needed
* **Include fields**:
  * Account Name
  * HockeyStack Intent Score
  * HockeyStack Company Journey
  * Any HockeyStack AI research fields you synced over
  * Last Sales Activity Date
  * Any other fields reps need for qualification (e.g. industry, company size, funding)

Rep assigns fit accounts to themselves and starts working the account.

### Table 2: **Owned Accounts**

#### Goal: Help reps stay on top of their existing book of business and re-engage where needed.

Create a view/report filtered as:

* **Company properties:**
  * HockeyStack Intent Score ≥ 60
  * Last Sales Activity Date > 14 days ago
  * Owner = Current user (rep)
  * Filters to exclude current customers and existing pipeline
* **Include fields**:
  * Same as above (Account Name, Score, Last Activity, etc.)

***

At the end of every day, both of these views should have 0 data remaining (which means all high intent prospects got engaged with, and Last Sales Activity for all of them is < 14 days ago).

The sales leader and/or RevOps should be responsible for ensuring this number does go down to 0.


---

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