The Approve Account Requests feature allows managers to review and act on account requests or challenges made by sellers. From this screen, managers can approve, cancel, transfer, or take no action on an account request. This ensures account ownership in CRM stays aligned with business rules and team structure.
For managers, approving account requests is critical because it:
Prevents Ownership Conflicts: Resolves disputes between sellers over account ownership.
Protects Data Integrity: Ensures accounts are managed by the correct seller, preventing duplicate or fragmented efforts.
Supports Coaching: Provides visibility into which sellers are pursuing new or contested accounts.
Maintains Fairness: Keeps account distribution balanced across sellers and business units.
Drives Accountability: Ensures sellers are responsible for accounts they win through requests or challenges.
Approving account requests keeps account ownership organized, fair, and aligned with team and market goals.
