Associate an Agency Contact with an Account

What

This guide provides a step-by-step process to link an existing agency contact to a specific account within ShareBuilder CRM.

Why

Associating agency contacts with their respective accounts ensures that all relevant communication and information are centralized, facilitating efficient account management and fostering effective collaboration between your team and the agency.

How

1. Access the Account List:

   • Navigate to the Companies section in the left-hand navigation bar.

   • Select Accounts to view the list of existing accounts.

2. Locate the Desired Account:

   • Use the filter options or the keyword search function to find the account you wish to associate with an agency contact.

   • Click on the account name to open its Account Summary page.

3. Navigate to the Agency Tab:

   • Within the Account Summary, click on the Agency tab to view associated agency details.
     

     

4. Associate the Agency Contact:

   • In the Agency tab, you will see a list of available agency contacts.

   • Check the box next to the contact(s) you want to associate with this account.

5. Save the Association:

   • After selecting the appropriate contacts, click the Save button to confirm and apply the associations.