Companies
      Back to home
      1. Help Desk
      2. ShareBuilder CRM
      3. Companies

      Assign an Agency

      How to assign an agency to a new advertiser, assign an agency to an existing advertiser, or change the agency for an account/advertiser. 

       

      The most efficient way to assign an agency to an account (advertiser) is during the Request Account Process

      1. When Requesting the account, after you have entered the required information, scroll to the Agency option at the bottom. 

      2. From the dropdown you can choose an existing agency or choose New Agency if you need to add an agency that is not currently listed. 

       

      How to Assign or Change an agency for an existing advertiser 

      This can be done on the Account List Page, by going to COMPANIES on your left navigation bar, then to ACCOUNTS.

      1. Using the filters or Key word search bring up the account you need to assign or change the agency relationship.  

      2. Scroll to the account in question and click on the small arrow (>) symbol to the left of the account name, to bring up shortcuts 

      3. Use the Agency dropdown to assign an existing agency 

      4. Click Save  

      NOTE : This will not associate any of the agency's contacts with that account. To do that, you must take one more step. SEE Apply agency contacts to an existing account.