As a Sales Manager, you need to easily be able to see the Accounts assigned to your team and manage those lists through easy visibility and reassignment functions.
The Account List in Monarch is how you handle all of that and more!
Access the Account List from the Navigation Panel under Lists on the left-hand side of your screen:
Reassigning Accounts is even simpler with Monarch!. Please follow the step by step instructions listed below:
1- From your Home page click on Accounts under your LISTS section
2- Search, locate the Account you are trying to reassign.
3- Add a check mark next to it (on the left) and click on the Mass Actions button.
4-Select Reassign Accounts
5- Under To This Salesperson's box, use the search bar to locate the new Salesperson who should take over the Account.
Note: If you want to reassign the accounts on a specific date, please see the note at the bottom of this article, otherwise please continue to step 6.
6- Click on the Salesperson's name (make sure his/her name highlights as shown in the picture below)
7- Click on the Save button
8- The system will bring you back to your Account list displaying a green box stating a successful reassignment.
Note: All reassignments should display the new Salesperson's name as the owner of the Account automatically.
NOTE: If you want to reassign the Accounts on a specific date, choose to Reassign on, add the date that you would like the reassignment to take place, choose the Salesperson, select Save.
Visibility & Exporting Accounts
You have the ability to see an account’s associated Salesperson, Priority, Type, Last Billed Date, Outlet, Office, Agency, Last Billed and Creation Date of the account if the information is available.
To see the Outlet, Office and Agency data, click the + sign preceding the account name that you wish to view.
Sorting - As you review the Account List, keep in mind that you can sort the results by any of the available columns (Pro-tip: sort by the Last Billed column to see accounts that haven't, or have, bought with you recently).
Filtering - When you need to narrow down your view to a specific segment of accounts click the icon next to Accounts to access the filter options:
Select the primary attributes on the left of the pop-up to then uncheck the individual items on the right that you'd like to exclude from your view. The most common use is to filter by Salesperson while you're working on a single individual's list.
Exporting - To download your List to Excel, select the Export icon in the upper right-hand corner of the page. In Excel, you are able to print the list and do other functions native to that application.
Note: An inactive salesperson will appear with a strike through their name.