Add, Transfer, or Delete an Account

What

This step-by-step guide covers adding a new account or agency, merging duplicate accounts, and transferring multiple accounts between Sellers in ShareBuilder CRM.

Why

Proper account management in ShareBuilder CRM ensures accurate client assignments, data integrity, and seamless transitions. Transferring accounts assigns the correct AE for continuity, merging duplicates consolidates fragmented data, and accurately adding accounts keeps client information accessible and organized.

How

How to Add an Account

How to Transfer an Account

How to Delete an Account

How to Add an Account:

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.

Here is how to Transfer an Account:

Transferring Individual Account(s)

• Go to Companies → Accounts
• Use the Actions menu to select "Manage Accounts"
  
  
  
• This option allows for bulk transfers based on specific criteria.
• Use the filters to refine the list by:
  • Seller’s current account list
  • Local or National designation
  • Account Category
  • Active/Inactive status
  • Billing Status
  • Time Frame
• After applying the filters, select the Seller to transfer the accounts to.
  
  
• Confirm and save the changes to complete the transfer(s).

Transferring an Entire Seller List

• Go to Companies → Accounts.
• Use the Actions menu to select "Transfer by Seller"
  
  
  
• Select your desired options in the From, Account Types, and To fields.
   
  
• Confirm and save the changes to complete the entire list transfer.

How to Delete an Account:

• Go to Companies → Accounts
• Use the Actions menu to select "Manage Accounts"

• If you would like to delete an Account, check the "Delete Account" box on the far right of your screen.