A List Discrepancy occurs when there is a mismatch between account ownership in the traffic system and in ShareBuilder CRM. These discrepancies appear as an alert on the Dashboard. Managers can resolve them by transferring ownership, escalating to traffic, or assigning specific contracts within CRM.
For managers, resolving list discrepancies is critical because it:
Protects Data Accuracy: Ensures contracts and billing tie to the correct accounts.
Prevents Seller Confusion: Eliminates mismatches that could cause disputes over account credit.
Supports Coaching: Ensures performance reports accurately reflect seller activity.
Aligns Systems: Keeps CRM and traffic data in sync for cleaner reporting and fewer errors.
Speeds Resolution: Gives managers direct tools to fix or escalate issues without waiting for back-office updates.
Fixing list discrepancies ensures CRM reflects reality, keeping accountability and financial tracking on solid ground.
