Account Management

Everything for managing your Accounts

18 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 this week

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

Production Requests With vCreative

vCreative Integration

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