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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