The Accounts & Companies area is the foundation of your market’s structure. It gives managers visibility into all leads, accounts, and agencies while supporting Strategic Account Management and data accuracy across the team. By learning to manage accounts confidently, you can ensure cleaner data, smoother ownership transitions, and fair, transparent territory alignment - all of which drive efficiency and trust within your sales organization.
By mastering account and company management, you’ll strengthen your ability to:
Oversee and organize your team’s book of business with a clear view of all accounts, leads, and agencies.
Manage approval requests to maintain fair ownership and accurate account assignments.
Transfer accounts efficiently, whether it’s an individual move or a full team reassignment.
Maintain CRM integrity through careful merging and responsible deletion practices.
Promote collaboration and coverage by sharing accounts strategically.
Use exports to guide coaching, track account activity, and identify opportunities or risks.
Use this checklist to confirm you can confidently manage, maintain, and organize accounts to support a clean and balanced sales environment.
I can review the Companies module to see leads, accounts, and agencies with account categories and seller assignments.
I can approve, cancel, transfer, or bulk-approve account requests from sellers.
I can transfer accounts between Sellers using filters and confirm updates.
I can merge duplicates and delete non-billing accounts while preserving financial data integrity.
I can export a detailed account list for analysis or coaching and share accounts for team collaboration or coverage.
