List Discrepancies

What

This article explains how to identify and resolve list discrepancies between ShareBuilder CRM and your traffic system.

Why

Discrepancies occur when there's a mismatch between account assignments in ShareBuilder CRM and orders entered in the traffic system. Addressing these discrepancies ensures accurate account management, proper credit allocation, and maintains data integrity across systems.

How

To resolve list discrepancies in ShareBuilder CRM, follow these steps:

1. Identify Discrepancies:

   • On your Home Page, locate the Next Steps area.
   • Look for a red alert indicating a list discrepancy.
   • Click on this alert to view the list of discrepancies.

2. Resolve Discrepancies:

   • For each discrepancy, you have three options:

     Option 1: Transfer the Account to the Owner of the Order in Traffic

     • This option reassigns the account in ShareBuilder CRM to match the owner specified in the traffic system.

     Option 2: Email Traffic Manager to Request a Transfer

     • Choose this if you prefer to keep the current account owner in ShareBuilder CRM.
     • An email template will be generated to request the traffic manager to transfer the order to the current account owner in ShareBuilder CRM.

     Option 3: Assign the Specific Order to the Owner in Traffic

     • This assigns the particular order to the owner specified in the traffic system while retaining the original account owner in ShareBuilder CRM.
     • ShareBuilder CRM will create a duplicate account named after the account and the assigned AE (e.g., "Acme Tires (Bob Jones)").
     • The order will be associated with this new account under the specified AE's list.

By following these steps, you can effectively manage and resolve list discrepancies, ensuring consistency between ShareBuilder CRM and your traffic system.

Here is a walk-through guide on how to resolve a list discrepancy: