> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getwhitewhale.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Accounts

> Upload accounts to WhiteWhale, assign them to your team, and optionally clean the list using signals before they go live.

<iframe src="https://www.loom.com/embed/122eff0af0a54d449752f4ff0093c878" title="How to Add Accounts in WhiteWhale" className="w-full aspect-video rounded-xl" frameBorder="0" allowFullScreen />

## How to add accounts

<Steps>
  <Step title="Click New Search on the Accounts page">
    From the Accounts page, click **New Search** in the top nav.
  </Step>

  <Step title="Name your list">
    Give the list a name — something that describes what these accounts are. For example: *Jack's Territory*, *Closed Lost Q1*, *Enterprise Targets*.
  </Step>

  <Step title="Paste your domains">
    Paste in company domains in any format — line by line, comma separated, straight from a CSV. WhiteWhale cleans them up automatically.
  </Step>

  <Step title="Assign an owner">
    Select who these accounts should be assigned to. You can assign them to yourself or to anyone else on the team — useful if you're uploading lists for other reps.
  </Step>

  <Step title="Add tags (optional)">
    Tag the batch to keep things organized. Examples: *Enterprise*, *Working*, *Closed Lost*, *Reached Out*. Tags make it easy to filter and build segments later.
  </Step>

  <Step title="Click Upload">
    WhiteWhale starts scanning immediately. Accounts that already exist in the system will appear right away. The rest will populate as they finish scraping — signals, details, and the Why Now will show up as they're ready.
  </Step>
</Steps>

## If you have a big list, find the best accounts

If you have more accounts than credits — say 5,000 domains but only 300 credits — WhiteWhale won't let you upload the full list directly. You need to tell it how many to add.

<Steps>
  <Step title="Click New Search on the Accounts page">
    From the Accounts page, click **New Search** in the top nav.
  </Step>

  <Step title="Name your list">
    Give the list a name — something that describes what these accounts are. For example: *Jack's Territory*, *Closed Lost Q1*, *Enterprise Targets*.
  </Step>

  <Step title="Paste your full list of domains">
    Add all the domains you have — even thousands.
  </Step>

  <Step title="Open Advanced Settings">
    Click **Advanced Settings** below the domain input box.
  </Step>

  <Step title="Set how many accounts to add">
    Enter the number of accounts that fits your credit limit. WhiteWhale will scan the full list and activate the best-scoring accounts based on your signals. The rest will appear as suggestions so you can review them later or activate them when you have more credits.
  </Step>

  <Step title="Optional: Turn on Clean the List for more control">
    If you want to filter the list further before WhiteWhale picks the best ones, toggle on **Clean the List**. This lets you add signal requirements (accounts must have at least one of your selected signals) and firmographic filters (employee count, geography, industry) so only accounts that pass your criteria are even considered.
  </Step>

  <Step title="Upload">
    WhiteWhale scans the full list, applies your filters if set, and activates the top accounts up to your limit.
  </Step>
</Steps>

<Tip>
  **Advanced Settings** sets *how many* accounts to add. **Clean the List** controls *which* accounts qualify. Use Advanced Settings alone when you trust WhiteWhale to pick the best ones by signal score. Add Clean the List on top when you want to enforce specific criteria first.
</Tip>

## A third way: Account Suggestions

WhiteWhale can also recommend net-new accounts you haven't thought of yet based on your signals and ICP. See [How Account Suggestions Work](/how-account-suggestions-work) to set that up.

## Related

<CardGroup cols={2}>
  <Card title="Archiving Accounts" icon="box-archive" href="/archiving-accounts">
    Free up account slots without permanently removing accounts.
  </Card>

  <Card title="Removing Accounts" icon="trash" href="/removing-accounts">
    Permanently delete accounts from your list.
  </Card>

  <Card title="Account Allocation" icon="users" href="/account-allocation">
    Assign accounts across your team.
  </Card>
</CardGroup>
