View Accounts

Overview

In UPM's Sell module, Accounts represent the target companies that partners engage with for sales opportunities. Effective management of these accounts is fundamental to the entire sales process, from lead qualification and assignment to deal registration and co-selling. The View Accounts section provides administrators with the necessary tools to maintain an accurate and comprehensive database of these crucial entities.

This feature ensures that all sales-related activities are tied to a defined account, preventing data duplication and providing a clear overview of partner engagement with specific companies. Admins can leverage this data to analyze partner performance, manage territories, and ensure proper attribution for commissions and incentives.

Accessing and Viewing Accounts

Click Accounts in the left navigation menu.

The View Accounts screen within the Sell module provides a comprehensive list of all company accounts managed within UPM. This list serves as a central repository for target companies, whether they are prospects or existing customers, and is crucial for managing partner sales activities such as lead assignment, deal registration, and co-selling. Administrators and program managers use this screen to gain visibility into the accounts associated with their partner ecosystem, allowing them to track engagement, identify potential conflicts, and ensure proper attribution for sales efforts. The data displayed here can be manually added, imported, or synchronized from integrated CRM systems like Salesforce, HubSpot, or Microsoft Dynamics, ensuring a unified view of account information across the platform. This screen supports filtering and searching capabilities to efficiently locate specific accounts and manage them effectively.

The View Accounts screen displays a list of all accounts, providing an overview of each account's key details.

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Exporting Account Data

This dialog box, titled 'Export Columns List,' provides the interface for users to customize and initiate the export of account data from the UPM platform. It allows for granular control over the format, scope, and specific fields included in the exported file. Users can select the file type, define the range of records to be exported, and choose which account attributes to include. This functionality is crucial for administrators and program managers who need to extract account information for external analysis, reporting, or integration with other systems, ensuring data portability and flexibility in managing partner-related sales data.

Configure the export settings by selecting the desired attributes, export type, records range, and specific fields, then click "Export Data" to download the account information.

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Customizing Account Views

This modal window, titled 'Filter', allows users to customize the displayed columns and apply filtering criteria to the 'View Accounts' list. It provides a flexible way to tailor the account data view to specific analytical or operational needs. Users can select from a predefined set of fields to include as columns in the main table, and also define filter conditions based on these fields. This functionality is crucial for managing large datasets of accounts, enabling users to quickly find relevant information and focus on specific segments of their partner ecosystem. The configured filter settings can be saved for future use, streamlining recurring data analysis tasks.

Configure the filter settings by adding fields for filtering, selecting columns to display, and optionally saving the filter configuration.

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Column Headings