A shared account is an account that multiple salespeople can access and work with. They can be a great way for two salespeople to work together on a common goal or for someone to cover account management duties when short term issues arise such as vacations, sick leave, etc. Account Sharing also enables senior members to mentor new salespeople in your organization for long or short term. No matter what the reason is, Account Sharing will allow the shared sellers to access and work with the account and share information.
Everyone that has access to a shared account can see all of the account’s details such as: contacts, revenue (as it is reflected from traffic), activities, deals, and more! They can also contribute to the account. So, everyone can add their activities, contacts, and deals.
How do I set up Shared Accounts?
Individuals with a role of Manager are the only individuals who have access to grant shared access. If you are an Account Executive looking for shared access, please contact your Manager.
If you are a Manager looking to setup shares access, please follow the below steps:
Hover over Lists (in navigation pane) and select Accounts
Search for the account (or accounts) you are looking to share and select the checkbox next to the Account name
Click on Mass Actions (in top left corner of Account list) and select Share Accounts
In the Search field, begin typing the salesperson’s last name. From the list of choices that appears, select their name from the list.
Optionally, set an expiration date by checking the Expires on checkbox, and selecting a date from the popup calendar.
Repeat steps 4 (and optionally) 5 to add additional salespeople to the account.
Click the Save button
How do I know if an account is shared?
There are a few indicators that an account is shared.