To access the Accounts page, click on Accounts under Lists on the left-hand side of your screen.
On this page, there are functionalities below:
1. Filtering - When you need to narrow down your view to a specific segment of Accounts click the 
to access the filter options. Once you click on the filter icon, the Edit Account Filters dialog box will display. You can select the primary attributes on the left to then uncheck the individual items on the right that you'd like to exclude from your view.
2. Mass Actions - Once you click on this button, you will see the options in the below screens shot. Note that Manager can access to all option on Mass Actions. However, Salespeople have access to only the option of Assign Priority on their end. If Salespeople want to reassign or shared accounts, they will need to reach out to their manager. Below are the links for the instruction of how to reassign, shared account or assign priority to account.
Monarch - Account List - Reassign Account to New Salesperson - Manager
Monarch - Shared Accounts - Manager
Monarch - Editing the Priority on Account
3. Sorting - you can sort each column by clicking on the arrows next to the column. Below are the columns on the account level that can be sorted.
- Name - Account name
- Salesperson - Salesperson who currently owns the account.
- Type - There are 4 account types:
- Lead –These are non-billing accounts that have not yet been approved by a Manager. Deal cannot be added. To submit the lead for approval, please click here for the instruction.
- Prospect – When a Lead Account is approved by a Manager, it is automatically converts to a Prospect Account. Deals can be added into Prospect Accounts.
- Billing – An account becomes a Billing Account when at least one associated Outlet is actively generating revenue through the billing/trafficking system.
- Upsell – A hybrid account containing a mix of both Billing and Prospect Outlets. Example: Account is billing on AAAA outlet and is a Prospect without billing on BBBB Outlet. This setup supports revenue growth and expansion across Outlets within the same account.
- Last Billed - Last month and year that account has billing. Note that Last Billed on the Lead and Prospect is the month and year that account was created (Pro-tip: sort by the Last Billed column to see Accounts that haven't, or have, bought with you recently).
4. Plus sign (+) in front of account - Once you click the + sign preceding the Account name, the outlet level will be expanded. You will see below detail of the account. Note that each column below can be sorted by clicking on the arrows next to the column.
- Outlet - Outlet names that are associated to the account.
- Office - Office names that are associated to each outlet on the account.
- Account Stage - There are 3 stage: Lead, Prospect, and Billing. This is the same as Type under Sorting section
- Priority - each priority is defined by your Corporate.
- Agency - Agency name that are associated to each outlet on the account.
- Ownership - How many month/year the account owner owns outlet/office/agency on the account.
- Last Billed - Last month and year that account has billing. Note that Last Billed on the Lead and Prospect is the month and year that account was created.
5. Dollar sign ($) - If the account has any opening pending deal, the dollar sign will display in front of the account. Once you hover your mouse on the Dollar sign icon, the pop-up similar to the below screen shot will display. The pop-up shows all the open pending deal names and amounts. If you click on the Deal name, the Deal profile will display. To learn about Deal profile, please view this article: Monarch - Deal Profile Overview. Also, there is a little pencil icon next to the deal amount. If you click on this pencil icon, the Deal Quick Edit dialog box will display. On this dialog box, you can add or edit the pending amount.
6. Search - you can search for any account by typing the account name in the search box.
7. My List - if you are a salesperson, it shows all the accounts that are assigned or shared to to your names. If you are a manager, it displays all accounts in you team and account owners have access to both outlets and offices on the accounts. On this page, the account profile including the account information such as activities and contacts can be accessed by clicking the account name.
8. Master List - it display all the accounts that are assigned to your teams. However, you CANNOT access the Account Profile on Master List page. If you would like to learn more about Master list page, please view this article: Monarch - Master List Overview
9. Import Account - You can import a list of Leads or Prospect Accounts (depending on your permissions). Please view this article for the instruction: Monarch - Importing Accounts
10. Exporting - To download accounts list to Microsoft Excel, select the Export icon 
in the upper right-hand corner of the page. In Microsoft Excel, you are able to print the list and do other functions native to that application.
11. Gear icon - this icon displays on the right only when you hover your mouse on the account name. Once you click on the Gear icon, you will see two options below:
- Shared Account - this option is available for manager only. You can share the account to other salespeople by clicking this option. To learn more, please view this article: Monarch - Shared Accounts - Manager
- Delete - this option is available for both manager and salesperson. However, this option only shows on Leads and Prospects. So only Leads and Prospect can be deleted. You cannot delete billing accounts. Once you click on this option, the Confirm dialog box will display and ask if you want to delete the account. Once you click Delete button, the account will be removed from the list.
