Managing account groups
Add a new account group
To add a new account group:
Go to Groups > Account groups.
Click Add group.
Fill in the Group name.
Optionally, fill in the Connector account: your account number on an LP.
Click Create to confirm.
Rename an account group
To rename an account group:
Go to Groups > Account groups.
Hover over a group you want to change and click the pencil icon.
Fill in the new Group name.
Click Save to confirm changes.
Change the default account group
To change the default account group:
Go to Groups > Account groups.
In the Default group dropdown above the group list, select a new default group.
If for some reason groups aren't configured on the CRM side, all newly created accounts will be added to the default group.
Add accounts to an account group
To add accounts to an account group:
Go to Groups > Account groups.
Click the name of a group to which you want to add accounts.
Click Add account(s).
In the account list that opens, check one or more accounts to add to the group.
Click Add account(s) to confirm changes.
Move an account to another group
To move a single account to another group:
Go to Groups > Account groups.
Click the name of a group from which you want to move an account.
Hover over an account you want to move and click the arrow icon.
In the popup, select a new account group.
Click Confirm to move the account.
To move multiple accounts to another group:
Go to Groups > Account groups.
Click the name of a group from which you want to move an account.
In the account list that opens, check accounts you want to move and click Move accounts above the list.
In the popup, select a new account group.
Click Confirm to move accounts.
If moving accounts affects any commission or routing rules, you'll also be asked to confirm the deletion of these rules or change them before proceeding.
Delete an account group
To delete an account group:
Go to Groups > Account groups.
Hover over a group you want to delete and click the bin icon.
In the popup, click Confirm to confirm the deletion.
If deleting an account group affects any commission or routing rules, you'll also be asked to confirm the deletion of these rules or change them before proceeding.
See also:
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