Unlinked accounts appear when new accounts flow into CRM from your traffic system but don’t match existing records—often due to a misspelling or a brand-new advertiser. These trigger a notification for unlinked accounts on the Market Dashboard. Managers can resolve them by navigating to Options → Integrations → Link Companies.
Mapping unlinked accounts is critical for managers because it:
Ensures Accuracy: Links traffic system billing to the correct CRM account.
Prevents Data Gaps: Keeps advertiser billing history and reporting complete.
Supports Seller Accountability: Ensures revenue credit is tied to the right accounts and sellers.
Avoids Duplication: Prevents multiple versions of the same account from cluttering reports.
Improves Coaching: Helps managers review accurate advertiser spend when coaching sellers.
Mapping unlinked accounts keeps your financial data clean, reliable, and actionable for reporting and performance tracking.
