Unmapped sellers appear when a seller is brought in from your traffic system but isn’t yet recognized in ShareBuilder CRM. This often happens when a new seller joins, or when there’s a spelling or name mismatch. These unmapped records must be linked to the correct CRM seller profile to keep data accurate.
For managers, linking unmapped sellers is essential because it:
Preserves Data Accuracy: Ensures invoices, billing, and projections are tied to the correct seller.
Prevents Reporting Gaps: Eliminates errors in financial and performance reports caused by unlinked records.
Supports Fair Attribution: Guarantees sellers receive proper credit for accounts and revenue.
Simplifies Coaching: Gives managers confidence that pipeline and performance reviews are based on accurate data.
Protects Against Duplication: Avoids scenarios where a seller’s activity or revenue is split across multiple records.
Bottom line: Linking unmapped sellers ensures clean data and accountability, allowing managers to make confident decisions.
