Monarch - Shared Account - Account Executive

After a manager shared the account to a salesperson who doesn't own the account, the shared account will appear on the shared salesperson's end with the purple dot next to the account. The shared salesperson can click on the shared account name that appears on the three below places to access the shared account profile.

To view shared account, there are three places that shared account can be viewed on the shared salesperson's end.

• Accounts List - You can view the shared account by navigating to the Accounts under LISTS.

• Sales Outlook - You can view the shared account by navigatign to Home, clicking Sales Outlook data card.

On the Sales Outlook datacard, click on the Account tab, and then check the Include Shared Access Accounts checkbox. Please make sure you select the time frame that the shared account has some billing or pending amount.

•  Forecast Report - You can view the shared account by navigating to Reports, clicking on Forecast & Deals tab

On the report, set Accounts as the hierarchy, select the time frame that the shared account has some billing or pending amount, set Include Shared Access Accounts to Yes, and click Run to pull out the report.

Shared Salesperson's Access on the Shared Account.

On the shared account, the shared salesperson don't have the full access to the account as the account owner. However, the shared salesperson can or cannot do the following.

1. Deal 

- The shared salesperson can add a new Deal into the shared account. The new Deal added by shared salesperson is automatically assigned to the account owner name. To add a deal while you are on the shared account, please click (+) Add button and click Deal.

- The shared salesperson can access or edit any Deals on the shared account. To access the deal on the shared account, please click Deals tab and then click Deal name to access the Deal profile.

2. File

- The shared salesperson can upload a file into the shared account.

• If All is selected on the Viewing Account For when uploading the file,
  • The new file uploaded by shared salesperson is automatically assigned to the shared salesperson name. 
  • The file will also appear on the shared salesperson 's Matrix Locker. 
  • The shared salesperson can view the uploaded file on the shared account only when All is selected on the Viewing Account For. 
  • The account owner will have NO access to the uploaded file because it is assigned to shared saleperson name.  
  • The shared salseperson can also delete the uploaded file that is assigned to the shared salesperson name. 

• If account owner name is selected on the Viewing Account For when uploading the file, 
  • The new file uploaded by shared salesperson is automatically assigned to the account owner name . 
  • The file will NOT appear on the shared salesperson 's Matrix Locker. 
  • The shared salesperson can always view the uploaded file on the shared account whether All or account owner name is selected on the Viewing Account For. 
  • The account owner will have access to the file because it is assigned to account owner name. 
  • The shared salseperson CANNOT delete the uploaded file that is  assigned to the account owner name . 

- The shared salesperson can view or download any files on the shared account. 

3. Activity

- The shared salesperson can add a new Activity into the shared account. The new activity added by shared salesperson is automatically assigned to the shared salesperson name. To add an activity while you are on the shared account, please click (+) Add button and click Activity. 

- The shared salesperson can view or edit the added activities by navigating to Activities tab and then clicking on the Activity Subject to access the Activity profile. 

The added activity also shows on the Activity list page. To access Activity list page, please click Activities under LISTS.

- The  shared salesperson has NO access to activities added by the account owner .

- The account owner has NO access to activities added by shared salesperson.

4. Contact

- The shared salesperson can add a new Contact into the shared account. The new Contact added by shared salesperson is automatically assigned to the shared salesperson name. To add a Contact while you are on the shared account, please select All for Viewing Account for. Then click (+) Add button and Contact. 

- The shared salesperson can view Contact by clicking on the Contacts tab. 

• If All is selected on the Viewing Account For, Contacts added by shared salesperson or account owner will show.
• If account owner name  is selected on the Viewing Account For, only Contacts added by account owner will show. 

- The  shared salesperson can also view the added Contacts on the Contact list page. To access the Contact List page, click Contacts under LISTS .

- The  shared salesperson CANNOT access or edit the Contacts added by the account owner.

- The account owner CANNOT access or edit the Contacts added by shared salesperson.

5. Request outlet

A shared salesperson CANNOT request an outlet on the shared account.

6. Tag

A shared salesperson can add tags on the shared account by navigating to Tags tab and please make sure that account owner name  is selected on the Viewing Account For before you add a tag.

7. Revenue 
A shared salesperson can view the revenue on the shared account by navigating to Revenue tab.