Best Practices - Companies

What

The Companies tab in ShareBuilder CRM is your central hub for managing Accounts, Agencies, and Leads. It supports the organization of your sales pipeline, ensures visibility into your activity, and protects your revenue through structured account management.

Why

Proper use of the Companies tab ensures that:

• Your sales activity is tracked and credited accurately

• You avoid duplicate records and missed revenue opportunities

• Your team maintains clean data and follows Strategic Account Management (SAM) protocols

• Leads are used strategically, and accounts are categorized correctly

How