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.
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Choose a Team Member
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Scroll to the bottom of their profile
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Use the Default Business Unit column to set the users Default Business Units
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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
Reports
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AE Activity
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Account Goal
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AE Performance (Summary)
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Aging (AR) Summary
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Aging (AR) Detail
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Monthly Billing + Pending Detail (1 mo)
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Account Portfolio
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AE Daily Activity
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Flash Report
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Monthly Billing + Pending (3 Months)
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List Builder
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Lost Business
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Miller Kaplan (X-Ray) Summary
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Monthly Billing
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Avail Pending
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New Business Retention
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New / Returning / Non-Returning
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Pendings
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Proposed Pendings
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Pending Accuracy
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Pending Inventory
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PJ Pending
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Year to Year By Product Category
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Rate Card
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Retention
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Revenue Tracking
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Station Spending Report
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Weekly Closing Stats
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Yearly Sales History
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Year to Year By Agency
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Year to Year Report
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Pacing To This Time Last Year