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
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:
- Select Accounts from the left menu
- Click into your platform Issuer Account
- Choose the Users tab
- Click Add a New User
- Fill out all their user details
- User the User Role drop down menu to select Platform Sales Representative
- 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:
- Select Platform from the left menu
- Click Forms
- Use the pencil icon to edit the Individual Investor Account form
- Click Add a New Feld
- Choose the Single Select List field type
- Name your field
- For example, you can title this field Sales Representative
- Check the Use Admin Users as Options box
- Use the Only Visible To drop down menu to select Admins
- 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:
- Select Platform from the left menu
- Click Forms
- Use the pencil icon to edit the Individual Investor Account form
- Click Add Field
- Find your Sales Representative field
- Click Save
List Creation
Now that your Account and Forms have been updated, you can create the new Dynamic List.
To create the list:
- Select Accounts from the left menu
- Click Filter
- Use the new Sales Representative drop-down menu to choose a user
- Click Your Lists
- Choose Save filter as a new dynamic list
- Enter a list name
- Use the Assign this list to a user drop-down menu to select the same user
- Click Save List
- 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:
- Select Accounts from the left menu
- Click into an account you would like to assign
- Use your new field to select the Sales Representative from the drop-down menu
- 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:
- Click My Account from the top of the page
- Choose the Users tab
- Click the pencil icon to edit the user
- 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,)
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