This tool is only available to those with Management roles. It is found under the Account List Tab > Tools Menu and choose Quick Account Add. It is most often used by National to get new accounts into the system and Assistants and Managers as they help AEs request an account quickly. It is a fast way for Management to get an account into an AE's hands without having all of the required information, having the AE provide it at a future time.
Use this page to first filter by Local or National to allow the system to load the applicable AE list.
**THIS IS VERY IMPORTANT FOR NATIONAL.
You will have local accounts under National if you don't filter first.**
Add the name of the account, choose the AE the account should be assigned to, and choose the business unit(s). You may use the Ctrl or Shift keys on the keyboard to choose multiple business units.
There is an option to add an agency and product category. Only fields marked with a red * are required.
If the account already exists in the system, you will be unable to submit the request.
Don't forget to scroll to the bottom and click on Add Account!
What Happens Next?
Once a manager adds an account to an AE's list using this tool, the AE will see the account on his/her account list as an account pending manager approval
The manager will have an "Approve Account Request" for the added account.