In this article:
What are Accounts?
With Accounts, you can group related places that are associated with a common customer. For example, you might link individual stores that are part of the same retail banner, or associate all locations of a regional chain.
Why set up Accounts?
Grouping Places with Accounts will help simplify and speed up your workflows for account management and scheduling and make it easier to review execution and build reports for each customer instead of each individual Place. That’s because, with Accounts, you can create more accurate filters with just a few clicks, instead of searching and adding each individual Place by name.
Account Management & Scheduling with Accounts
With Accounts, you can filter your place list by the customer, then use the Action bar to schedule visits and assign territories, reps, or price lists.
You can also filter by Accounts when attaching Files to specific Places, making it easy to add planograms or sell sheets for an entire customer chain at once.
Read more: How to link Files to Places
Execution Tracking & Reporting with Accounts
With Accounts, you can filter the Activity Feed or default reports to quickly drill down and review execution by the customer instead of for every individual store.
Insights Dashboards with Accounts
Accounts also work as a default filter in Insights Dashboards, so you can get trended and summarized metrics for in-store execution and team activity across an entire customer — no matter how many stores are included. Plus, you can create and save unique views for members of your team specifically in charge of managing execution at key customer accounts.
How to set up your Accounts
Read more: How to Create Accounts