Account Management

Everything for managing your Accounts

17 articles in this collection
Written by Taylor Snow, Kitty Malone, and Zainub Sareea

Add an Account

Instructions to add a new account, or challenge an existing account

Written by Zainub Sareea
Updated over a week ago

Map Missing/New Revenue Categories

If you have a Missing Revenue Categories RED Alert, use these instructions to clear the alert.

Written by Zainub Sareea
Updated over a week ago

How to Reforecast in Efficio

Step by step instructions to Reforecast in Efficio. Business Unit Reforecast and AE Reforecast

Written by Zainub Sareea
Updated over a week ago

What is Reforecasting?

This feature in Efficio is designed to allow to show big -picture changes in expected revenue without changing the Budget numbers

Written by Zainub Sareea
Updated over a week ago

Print the Account List

How can I print my account list , the master list , account list by product category, or account list by account category

Written by Zainub Sareea
Updated over a week ago

Associate an Agency Contact with an Account

Written by Zainub Sareea
Updated over a week ago

Assign an Agency

How to assign an agency to a new advertiser, assign an agency to an existing advertiser, or change the agency for an account/advertiser

Written by Zainub Sareea
Updated over a week ago

How to Determine Key Account Level

Reset you Key Account cutoff level to keep your accounts prioritized

Written by Kitty Malone
Updated over a week ago

AddNew & ChallengeAccounts

How to Challenge an Account

Written by Kitty Malone
Updated over a week ago

Account Management

Change Account Category

Move an account from one category to another.

Written by Taylor Snow
Updated over a week ago

Transfer Activities to New Account Owner

When transferring an account to a new AE, you can also transfer future account activities to the new account.

Written by Taylor Snow
Updated over a week ago

Contacts

Private Contacts

What are private contacts and who can see them?

Written by Taylor Snow
Updated over a week ago

Account Integrations & Add-ons

Account Files

Save your Documents, Images and other files in Efficio

Written by Taylor Snow
Updated over a week ago

Account Sharing

Share an account with team members

Written by Taylor Snow
Updated over a week ago

Manger Tools

List Discrepancy

Resolve List Discrepancies

Written by Kitty Malone
Updated over a week ago

Quick Account Add

Managers can use this tool to quickly add new accounts for a sales team member to pursue

Written by Zainub Sareea
Updated over a week ago

Merge Accounts

Merge Accounts tool can be used to merge duplicate accounts

Written by Zainub Sareea
Updated over a week ago