Creating specific Sales Representative lists (Onboarding Internal Sales, Assigning Accounts to Sales Team, Sales Reps)

In this article we will be addressing how to assign Accounts from your account directory to Sales Representatives on your internal team. 

This article makes the following assumptions: 

• You have an internal sales team that you would like to onboard into the platform 
• You have a sales team that will only need to see their own accounts and add accounts to the directory

TABLE OF CONTENTS

• Preparation
• List Creation
• Account Assignment

Preparation

To create a Dynamic List of accounts assigned to a representative, the first step will be to add users to your platform Issuer Account.

To add a Sales Representative:

1. Select Accounts from the left menu
2. Click into your platform Issuer Account
3. Choose the Users tab
4. Click Add a New User
5. Fill out all their user details
6. User the User Role drop down menu to select Platform Sales Representative
7. Click Create New User
   • You will not need to invite them to the platform at this time

The next step will be to add a new field in your Forms.

To add a new field: 

1. Select Platform from the left menu
2. Click Forms
3. Use the pencil icon to edit the Individual Investor Account form
4. Click Add a New Feld
5. Choose the Single Select List field type
6. Name your field
   • For example, you can title this field Sales Representative
7. Check the Use Admin Users as Options box
8. Use the Only Visible To drop down menu to select Admins
9. Click Save
   
   

You will need to add the field you created to your Institution / Entity form type.

To add an existing field to another form:

1. Select Platform from the left menu
2. Click Forms
3. Use the pencil icon to edit the Individual Investor Account form
4. Click Add Field
5. Find your Sales Representative field
6. Click Save

List Creation

Now that your Account and Forms have been updated, you can create the new Dynamic List.

To create the list:

1. Select Accounts from the left menu
2. Click Filter
3. Use the new Sales Representative drop-down menu to choose a user
4. Click Your Lists
5. Choose Save filter as a new dynamic list
6. Enter a list name
7. Use the Assign this list to a user drop-down menu to select the same user
8. Click Save List
9. Repeat these steps to create a new list for each of your Sales Representatives 

Account Assignment

Finally, you can begin to assign Accounts to Sales Representatives. 

To assign accounts:

1. Select Accounts from the left menu
2. Click into an account you would like to assign
3. Use your new field to select the Sales Representative from the drop-down menu
4. Click Save Account
   
   

Note that if you have NOT assigned a list to a representative the Sales Representative will have access to the full directory. 

You can check this by:

1. Click My Account from the top of the page
2. Choose the Users tab
3. Click the pencil icon to edit the user
4. Confirm your lists are assigned

References: 

• How do I create lists? (Distribution Lists, Account Lists, Allow Lists)
• Customize investor forms (add field, add form questions,)