Group 65
Go to ShareBuilders
All Collections
Account Management
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