Add an Account

What

This article provides a step-by-step guide on how to add a new account or agency to ShareBuilder CRM.

Why

Accurately adding accounts ensures that all client information is properly recorded and accessible within the CRM, facilitating effective account management and communication.

How

1. Click on the "Add+" in the top right-hand corner and choose "Account" from the drop-down.

2. Search for the Company:

   • Enter the company name in the search bar and click Next.
   • A list will populate if the account already exists.

   If the Account Exists:

   • You can add the account to additional business units if it exists in one but not another.
   • Click on Add This Account to include it in your selected business unit.
   • If the account is already present in all business units, you may consider challenging it if necessary.

   If the Account Does Not Exist:

   • Scroll down to the bottom of the page and click on Add New Company.

3. Enter Account Details:

   • Ensure the account name is listed exactly as you want it to appear.
   • Fill in all required fields, which are outlined in red. The request cannot proceed without this information.
   • Use the Business Unit checkboxes to select all or specific business units as needed.
   • If assigning an agency to the account, select the appropriate agency from the dropdown menu before adding the account.

4. Finalize the Addition:

   • Once all information is entered, click on Add Account at the bottom of the page.
   • If any required fields are missed, the page will return to the top. Scroll to identify and complete the missing fields.