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      Approve Account Requests

      What


      This article provides a step-by-step guide on how managers can review and approve Account Executive (AE) account requests within ShareBuilder CRM.

      Why


      Efficiently managing account requests ensures that accounts are appropriately assigned, potential conflicts are resolved, and AEs can proceed with their sales activities without unnecessary delays.

      How

      1. Accessing Account Requests:

        • On your home page, locate the NEXT STEPS section in the upper right corner.
        • If there are accounts pending your approval, they will be listed here. Click on the relevant notification to proceed.

      2. Applying Filters (Optional):

        • To refine the list of account requests, open the filter options.
        • You can filter requests by specific AEs or by request type:
          • ONLY Those Ready for Me to Approve: Displays account requests awaiting your approval.
          • ALL Account Requests: Shows all account requests, regardless of their status.

      3. Reviewing Account Requests:

        • Account: In this column, you can edit the account name directly in the text box. Below the account name, there's a link to View Account, which opens the Account Summary in a popup for more details.
        • AE: Click on the AE's or manager's name to send them an email if needed.
        • Added: This column displays the date and time the AE added the account, helping you determine who added an account first.
        • Status: Indicates the current status of the request:
          • Requested: A new account added to the system.
          • Challenged: An AE is requesting an account that is already on someone else's list.
        • Account Category: Shows the current category of the account being requested.
        • AE Entered: If the AE hasn't provided the contact's name, email, or location, you can click on the "N" to send a pre-filled email prompting them to add this information.

      4. Taking Action on Requests:

        • No Response: If you choose to take no action at this time, the account request will remain in the list for future review.
        • Approve: Click this button to approve the AE's request for the account.
        • Cancel: To cancel the account request, select the Cancel button and then click "Email the req AE" to send a pre-filled email notifying them of the cancellation.
        • Transfer: If you decide to transfer the account to another AE, select the Transfer button and choose the appropriate AE from the list.

      5. Saving Your Decisions:

        • After making your selections, click the Save button at the bottom of the page to confirm and apply your responses.

      6. Mass Sign-Off (Optional):

        • To approve or manage multiple account requests simultaneously:
          • Select the status of the pending requests (e.g., Pending Approval or In Challenge).
          • Click the Mass Sign Off by Request Status (This Page Only) button in the Mass Sign Off section.
        • Note: This function applies to one page of requests at a time. Once you have signed off on an account, an automatic email is generated to notify the requesting AE of your response.