Account Category prioritization helps Sellers understand how their accounts are segmented and managed - directly tied to billing thresholds, sales strategy, and account expectations.
This page shows:
All account category types (Key, Secondary, Target, Prospect, and Open)
How many accounts you currently have in each category
Any exceptions to your account mix — such as accounts that no longer meet the category criteria
Billing thresholds for each category
Your category limits (if any)
Understanding and accessing this view is essential for managing your book strategically, staying in compliance with your prioritization rules, and keeping your data clean.
We believe your account list should be intentional, not accidental. Sellers perform better when they know exactly:
Which accounts deserve focused attention (Key & Secondary)
Which accounts show growth potential (Target)
Which accounts may need to be reconsidered or re-categorized
Knowing where your accounts fall (and when they fall out of alignment) helps you prioritize work that leads to real revenue.
Benefits of managing your account categories:
Spot misaligned accounts early
Reduce clutter in your book
Align with management expectations
Avoid violations and get ahead of exceptions
Plan smarter account strategies based on billing history and thresholds
When every account has a purpose, your time becomes more valuable.
