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      Default Business Units

      Use Default Business Units to quickly group business units you commonly use throughout ShareBuilder CRM. 

       

      Default Business Units adds an additional filter option to many of the pages you use throughout ShareBuilder CRM. Your Default Business Unit selections will be the default filter when using many of the pages and reports throughout ShareBuilder CRM. This feature saves time by reducing common filter selections page by page.

      Setup Default Business Units

      Manage the Default Business Units

      Setup Default Business Units for each team member (or yourself if a Manager) by editing their ShareBuilder CRM profile. Follow these quick steps to setup or edit a team member's Default Business Units. 

      1. Visit Our Team

      2. Choose a Team Member

      3. Scroll to the bottom of their profile 

      4. Use the Default Business Unit column to set the users Default Business Units

      5. Save Changes at the top

      Using Default Business Units

      Once your Default Business Units are setup, you will see a new business unit option on the pages listed below. This new option will be the default selection when using the following features and reports throughout ShareBuilder CRM. Additional pages and reports will support default business units in the future. 

      Pages

      1. Home Page

      2. Account List

      3. Pendings

      4. Activities

      5. Billing Summary

      Reports 

      1. AE Activity

      2. Account Goal

      3. AE Performance (Summary)

      4. Aging (AR) Summary

      5. Aging (AR) Detail

      6. Monthly Billing + Pending Detail (1 mo)

      7. Account Portfolio

      8. AE Daily Activity

      9. Flash Report

      10. Monthly Billing + Pending (3 Months)

      11. List Builder

      12. Lost Business

      13. Miller Kaplan (X-Ray) Summary

      14. Monthly Billing

      15. Avail Pending

      16. New Business Retention

      17. New / Returning / Non-Returning

      18. Pendings

      19. Proposed Pendings

      20. Pending Accuracy

      21. Pending Inventory

      22. PJ Pending

      23. Year to Year By Product Category

      24. Rate Card

      25. Retention

      26. Revenue Tracking

      27. Station Spending Report

      28. Weekly Closing Stats

      29. Yearly Sales History

      30. Year to Year By Agency

      31. Year to Year Report

      32. Pacing To This Time Last Year

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