How to change an Account Category

What

Changing an Account Category in ShareBuilder CRM means updating the classification of one of your accounts, such as moving it from “Target” to “Key” or “Extra” to “Secondary.”

This classification impacts reporting, prioritization, and your compliance with assigned category limits. It’s part of how ShareBuilders structures accounts for focused selling and clean data.

Why

At ShareBuilders, we believe structured account prioritization = smarter selling.

Keeping your accounts properly categorized helps:

• Keep your account list aligned with current activity

• Ensure reporting, dashboards, and pending totals stay accurate

• Prevent errors or category exceptions that lead to alerts

• Maintain focus on your most important accounts based on billing and opportunity

How

Review your Account Prioritization Summary monthly to check for exceptions or accounts that need recategorizing. Keeping your categories clean helps avoid alerts and boosts data quality.