To access the Master List, please navigate to Accounts and click Master List at the top right corner.
On this page, the following functionalities are available:
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 the filter icon, the Edit Account Filters dialog box will display. You can select the primary attributes on the left and 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 shown in the screenshot below. Note that the managers have access to all options in Mass Actions. However, salespeople don't have the access to these options on their end. If salespeople want to reassign or share accounts, they will need to reach out to their manager. Below are the links for the instructions on how to reassign, share accounts or assign priority to accounts.
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 at the account level that can be sorted.
- Name - Account name
- Salesperson - Salesperson who currently owns the account.
- Type - There are four account types:
- Lead –These are non-billing accounts that have not yet been approved by a manager. Deals cannot be added. To submit the lead for approval, please click here for the instructions.
- Prospect – When a Lead Account is approved by a manager, it is automatically converted to a Prospect Account. Deals can be added to 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: an Account is billing on the AAAA outlet and is a Prospect without billing on the BBBB Outlet. This setup supports revenue growth and expansion across Outlets within the same account.
- Last Billed - Last month and year that the account has billing. Note that Last Billed on the Lead and Prospect is the month and year that the account was created (Pro-tip: sort by the Last Billed column to see Accounts that haven't, or have, bought with you recently).
- Last Activity Date - The last date an Activity was completed on an Account. If the Account has no activities, no date appears in this column.
- Last Activity Type - The type of the last activity that was completed on an Account. If the Account has no activities, no date appears in this column.
- Next Activity Date - The next date an Activity is scheduled. If the account has no activities, no Activity Date appears in this column
- Next Activity Type - The type of the next activity that is scheduled. If the account has no activities, no Activity type appears in this column.
4. Plus sign (+) in front of account - Once you click the + sign preceding the Account name, the outlet level will expand. You will see the details of the account below. 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 three stages: Lead, Prospect, and Billing. This is the same as the Type under the Sorting section
- Priority - Each priority is defined by your Corporate.
- Agency - Agency names that are associated to each outlet on the account.
- Ownership - How many months/years the account owner has owned the outlet/office/agency on the account.
- Last Billed - Last month and year the account has billing. Note that Last Billed on the Lead and Prospect is the month and year the account was created.
5. Dollar sign ($) - If the account has any open pending deals, the dollar sign will display in front of the account. Once you hover your mouse over the Dollar sign icon, a pop-up similar to the screenshot below will display. The pop-up shows all the open pending deal names and amounts. If you click on a Deal name, the Deal profile will display. To learn about the Deal profile, please view this article: Monarch - Deal Profile Overview. Also, there is a small 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. For Account Executives, you can check to see if anyone already owns an Account that you're thinking of calling on, or maybe that Account has history with your company, but nobody is currently working with them. You can search for inactive or open accounts to claim from the Search box at the top of the page.
7. My List - If you are a salesperson, it shows all the accounts that are assigned or shared to your names. If you are a manager, it displays all accounts in your 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. If you would like to learn more about the My List page, please view this article: Monarch - Account List - My List Overview
8. Master List - It displays all the accounts that are assigned to your team. However, you CANNOT access the Account Profile on the Master List page.
9. Import Account - You can import a list of Leads or Prospects (depending on your permissions). Please view this article for the instructions: Monarch - Importing Accounts
10. Exporting - To download the accounts list to Microsoft Excel, select the Export icon
in the upper right-hand corner of the page. In Microsoft Excel, you can print the list and perform other functions native to that application.
Notes:
- The account names on the Master List page are not clickable so you won't be able to view the information on the accounts such as revenue, contacts, activity notes, and deals. As an Account Executive, you can view the information on an account only when the account is assigned to you. All your accounts are on the My List page. To access the My List page, click My List at the top right. Please review this article for more information: Monarch - The Account List - Account Executive
- If you would like to claim an account that is currently assigned to another salesperson, go to the Prospecting Page.
- For Managers, the Master List page is useful to determine if an Account should be reassigned due to inactivity. A manager has the abilities to reassign, share accounts or assign priority to the accounts on the Master List as well as My List pages. Please review this article for more information: Monarch - Account List - Manager - Reassign, Filter, Export