The Companies tab in ShareBuilder CRM is your central hub for managing Accounts, Agencies, and Leads. It supports the organization of your sales pipeline, ensures visibility into your activity, and protects your revenue through structured account management.
Proper use of the Companies tab ensures that:
Your sales activity is tracked and credited accurately
You avoid duplicate records and missed revenue opportunities
Your team maintains clean data and follows Strategic Account Management (SAM) protocols
Leads are used strategically, and accounts are categorized correctly
