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      Account Sharing

      What


      Account Sharing in ShareBuilder CRM allows multiple team members to collaborate on the same account by providing shared access to account information and billing details.

      Why


      This feature supports collaborative account management, enabling both the account owner and the shared team member to view and manage account information seamlessly. It ensures that all relevant team members have access to necessary data, facilitating effective teamwork and client management.

      How

      1. Enabling Account Sharing:

        • Account Sharing is disabled by default. To enable this feature, contact the ShareBuilder CRM support team via the chat function and request activation.

      2. Sharing an Account:

        • Once enabled, navigate to the Account Summary of the account you wish to share.
        • Locate the Shared Account section below the Account Executive list.

        • If this section is not visible, the Account Sharing feature may not be activated.

      2. Understanding Financial Implications:

        • All billing should be assigned to the appropriate representative in the traffic system to ensure accurate reflection in each Account Executive's (AE) budgets.
        • In the Account Summary and Account Billing pages, both the account owner and the shared AE can view billing information.
        • In other areas of ShareBuilder CRM, billing is displayed based on ownership:
          • By Account List: Shows billing only for the AE who owns the account to prevent duplication.
          • By AE Actuals: Accessible on the Billing Summary page and report, this view displays billing for each AE, regardless of account ownership or sharing status.
        • For accurate budget tracking, it is recommended to use the AE Actuals view; otherwise, shared account dollars may not be reflected.
        • If the shared AE (not owning the account) books billing, a discrepancy will not appear by design, as they are collaborating as a team.