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Account Management

Account Management

Everything for managing your Accounts

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

Associate an Agency Contact with an Account

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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
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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
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Written by Kitty Malone
Updated over a week ago
AddNew & ChallengeAccounts

Request Account

Add a new or challenge an account in Efficio, video tutorial.
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Written by Taylor Snow
Updated over a week ago

How to Challenge an Account

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Written by Kitty Malone
Updated over a week ago
Account Management

Change Account Category

Move an account from one category to another.
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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.
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Written by Taylor Snow
Updated over a week ago
Contacts

Private Contacts

What are private contacts and who can see them?
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Written by Taylor Snow
Updated over a week ago
Account Integrations & Add-ons

Account Files

Save your Documents, Images and other files in Efficio
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Written by Taylor Snow
Updated over a week ago

Account Sharing

Share an account with multiple users
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Written by Taylor Snow
Updated over a week ago

Production Requests With vCreative

vCreative Integration
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Written by Taylor Snow
Updated over a week ago
Manger Tools

List Discrepancy

Resolve List Discrepancies
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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
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Written by Zainub Sareea
Updated over a week ago

Merge Accounts

Merge Accounts tool can be used to merge duplicate accounts
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Written by Zainub Sareea
Updated over a week ago