How to Challenge an Account

What 

This article explains how to challenge an account in the ShareBuilders CRM, allowing users to request ownership of a non-billing account.

Why

Challenging an account ensures fair distribution of accounts and allows sales teams to claim prospects within their designated categories. Note that current billing accounts cannot be challenged—any transfer of these must be discussed directly with a manager.

How

1. Click "Companies".
2. Click "Accounts".
3. Click "All Filters".
4. Change the AE filter to "ALL" to search for an account you do not own. Ensure the account is in a category that allows challenges.
5. Click "Apply" after setting your criteria.
6. Use the keyword search to find the account by typing the first few letters of the name. Click on the account name.
7. Click "Challenge this Company".
8. Assign the account to an account category. Make sure you have room to add a prospect to one of your protected non-billing account categories.
9. Add any additional contact or agency details if available. Scroll to the bottom and click "Add Account".
10. A success message will confirm your request has been sent to your manager. While waiting for approval, you can add pending and activities to the account.