-1.png?height=120&name=ShareBuilders%20Logo%20(07052023)-1.png)
What
This article serves as a guide to effectively managing Account Product Categories within ShareBuilder CRM. It covers essential tasks such as viewing, adding, renaming, merging, grouping, and transferring accounts across categories.
Why
Organizing accounts into appropriate product categories enhances data management and reporting accuracy. Efficient management of these categories ensures that accounts are correctly classified, facilitating better analysis and decision-making.
How
How to Manage Product Categories
Navigate to the Settings section on the left-hand navigation bar. Select Product Categories. This will populate a list of all your Product Categories.
Clicking "View" on a desired Product Category will populate a list of all accounts associated with that category as shown below.
How to Merge Product Categories
To merge a category, select the new product category from the Merge Into dropdown box. Be sure to Save Changes if you make any alterations!
How to Group Product Categories
Group categories by choosing the appropriate group in the dropdown list.
How to Transfer Accounts to Different Product Categories
From the main Product Category list, click "View". This will take you to a list of all Accounts associated with that Product Category. You can transfer individual accounts to a different Product Category by selecting the new category from the dropdown menu and saving your changes.
