How to Challenge an Account

You can Challenge an account from an unprotected list.

To Request an Account from another AE's list, you must Challenge the account. These account challenges must be approved by a manager. They are found in the OPEN category or on a HOUSE list.

Challenge A Specific Account

  1. Visit your Account List page. Go to Companies → Accounts in your left-hand navigation.

  2. On the Account page, in the keyword search filter, enter part of or all of the account name.

    • Make sure that you have the AE Filter selected to All as the Account List defaults to your accounts!

3. Choose the Account Category "Open". 

4. Search.

If the Account is available to challenge, you will see a "+" sign in a green circle to the right of the page on the line of the account. Click on the "+" sign to Request the Account.

The Account will not move to your list until a manager approves the transfer.

Search Open Accounts to Challenge

If you want to see All the Accounts in the Open category, follow the instructions below

  1. Visit your Account List.

  2. Select the blue Filters to reveal additional criteria boxes. 

  3. Set the AE dropdown to All .
  4. Select the Category and choose "Open".

  5. Select Search.

You can save this search by clicking on "Save This View".