Seller Training Level 1

Getting Started: Logging In

• Navigate to share-builders.com and bookmark the site.

• Click “Login” → Select “CRM Login”.

• Use your email address as the username and enter your temporary password.

• If forgotten, click “Forgot password” to reset.

Homepage Overview

• The homepage displays revenue data pulled directly from traffic files (unedited).

• Default view: Six-month outlook showing sold revenue:

  • This year

  • Last year

  • Same day last year (once a full year of usage is reached)

• View bookings by business unit and click for account-level detail.

• Use navigation arrows or tabs to explore by month.

Using Filters

• Cone icon = filter tool.

• Filter by budget categories (e.g., “Digital”).

• View by NRL: National, Regional, or Local (most users = local).

• Adjust the duration view: 6 months, 12 months, or quarterly.

Pending Revenue

• Two options:

  • Precision Pending: AI-based projection using behavior.

  • Adjusted Pending: Includes user-defined confidence levels.

• Combined with booked data to estimate where you’ll finish.

• Historical final values from last year and prior years included.

Top 10 Accounts

• Automatically filtered by selected date range.

• Click account names to jump to their summary view.

• Tabs:

  • Pending: Unbooked but forecasted.

  • Non-returning: Previously active accounts not yet booked.

  • New: Recently developed accounts.

  • Increase: Accounts with year-over-year growth.

  • Attrition: Drop in revenue (a warning flag, not always negative).

Aging Report

• Displays account payment aging from traffic files.

• Click a number to view aging details per account.

• Info includes transaction date, AE, invoice, and contract data.

Next Steps & Maintenance Alerts

• Yellow = routine maintenance.

• Red = critical issues that may affect billing.

• Review and resolve account category exceptions:

  • Key accounts: ≥ $37,000 billing

  • Secondary: $1–$36,999

  • Others may be moved to non-billing categories like Target, Extra, or Open.

• Hover for definitions and check category limits for your market.