Purpose
Your Seller Dashboard - Companies area is where your book of business takes shape. It’s where relationships begin, grow, and sometimes change hands. Learning to manage accounts and leads effectively helps you keep your pipeline organized and ensures every opportunity is tracked accurately.
This module focuses on intentional management, not just adding or editing data. You’ll learn to make informed decisions about which accounts to prioritize and how to prepare them for long-term growth.
Key Learning Outcomes
By mastering Companies & Leads, you’ll strengthen your ability to:
Own your portfolio with clarity by understanding which accounts belong to you and when they need updates.
Work strategically using exports and account views to uncover opportunities and exceptions.
Collaborate effectively with managers by following approval processes that protect account integrity.
Develop consistency in managing early-stage leads and converting them at the right time.
Think like a business owner by treating every account as a relationship with potential, not just a record in the system.
Checklist
Use this checklist to track your progress and confidence. Each action supports cleaner data, smarter decisions, and better outcomes.
I can submit a request to add a new account, understanding that it requires manager approval.
I can access the Strategic Account Management view to review my account mix and identify category exceptions.
I can change an account’s category when appropriate.
I can challenge a company for ownership when applicable.
I can add leads for early-stage prospects and convert them to accounts once they’re qualified.
