Assign an Agency

What

This article provides a step-by-step guide on how to assign or change an agency for a new or existing advertiser account within ShareBuilder CRM.

Why

Associating the correct agency with an advertiser account ensures accurate representation of business relationships, facilitates effective communication, and streamlines account management within the CRM.

How

Assigning an Agency During the Account Request Process:

1. Initiate Account Request:

   • Navigate to the Request Account section within ShareBuilder CRM.

2. Enter Required Information:

   • Fill in all necessary details for the new advertiser account.

3. Select Agency:

   • Scroll to the Agency option at the bottom of the form.
   • From the dropdown menu, choose an existing agency or select New Agency to add one that is not currently listed.
     

Assigning or Changing an Agency for an Existing Advertiser:

1. Access Account List:

   • Click on Companies in the left-hand navigation bar.
   • Select Accounts to view the list of existing advertiser accounts.

2. Locate the Desired Account:

   • Use the filters or keyword search to find the account you wish to assign or change the agency for.

3. Open Account Shortcuts:

   • Click on the small arrow (>) symbol to the left of the account name to expand the shortcuts menu.

4. Assign Agency:

   • In the expanded menu, locate the Agency dropdown.
   • Select the appropriate agency from the list.

5. Save Changes:

   • Click Save to confirm the assignment or change.
     
     

Important Note:
Assigning an agency to an account does not automatically associate the agency's contacts with that account!