About Accounts for Partner Deal Registration

Important:

This information is optional. Administrative permission is required to access the Unifyr One Settings. For more information, reach out to your supplier's point of contact.

Overview

Accounts are end customer records that you add to your partner program database to facilitate deal management. You can associate multiple partners with a single account.

You may also permit your partners to request new accounts when they're registering deals for you. This is optional. For more information, see Enabling Account Requests in Deal Forms. If your partners can request new accounts, you can configure the list of your users who will receive an email notification when a request has been raised - any of these users can then approve/reject the request. For more information, see Receiving Notifications about Deal Account Requests.

In many cases, suppliers are using third-party software to manage the Deal. The Account Profile for Deal Registration, Leads and Opportunities cannot be edited in Unifyr One when a Salesforce (SFDC) integration is in place. This will maintain the integrity of the third-party as the source of truth for Deal Registration Account information. When this is the case, Unifyr One updates the data every two hours.  

Before You Begin

Intended Audience: Channel Sales Director, & Channel Operations Managers.

Contents

Click on the + to expand the instructions for the desired task.

View and Configure the Accounts List

Suppliers can view the list of accounts and use the filters to narrow the results to a subset of data for review.

You can also customize the columns on the list to view the most relevant information at a glance. 

1. Navigate to Leads & Deals > Deals > Accounts.
2. View the list of accounts.

3. Click the icon on the top right-hand corner of the table to open the Column Configuration window. 

   

4. Selected Columns shows the columns that are currently in the table, in the order in which they display.

   Available Columns shows the columns that can still be added to the table.

   To add a column to the table, or move an existing one, drag and drop it to the required position in Selected Columns.

   Alternatively, you can remove a column from the table by clicking the X icon next to it in Selected Columns.

5. Once you have your desired column configuration, click Save.

   If you are an Administrator, you can enable the Save As Default option if you want this configuration to be used by all users in your Unifyr One Admin account (except those users that have made a change to their own Column Configuration). 

   

Account Details View

In Leads & Deals > Deals > Accounts, click on an account in the list to open it and display more information. The additional information is displayed in sections:

• Editable fields - identification data
  • Name and description
  • Industry
  • Account type
  • SIC Code
  • Size
  • Location and address
• Read only information
  • Source
  • Partner that requested the account
  • Created and Updated dates and users
• Attachments - files of supplementary information

If Ask IQ is enabled on your system, it can generate an overview of the organization. Ask IQ uses the organization’s data in Unifyr One Admin (company name, website URL, address, etc.) as reference and collates all information about the organization that’s available on the internet.

You can click the icons to give feedback about the notes. Hover over the notes to expose them. For more information, see Giving Feedback on AI-Generated Responses and Content.

For more information about Ask IQ, and how to enable it, see Unifyr One's AI Assistants.

Create Accounts

Accounts are records that represent an end customer. In Unifyr One, accounts allow you to associate customers with one or more partners. This allows you to reduce interference between partners. 

1. Navigate to Leads & Deals > Deals > Accounts
2. Click Create Account.

3. Provide this information as applicable:

   Parameter	Type	Description
   Account Name	Text	Provide a meaningful name for this account. This is usually the name of the individual or business.
   Partner Access	Multiselect List	Select the partners who are associated with leads, opportunities, or deals registered with this account.
   Description	Text	Enter the key information about this account such as industry focus, etc.
   Website	Text	Provide the URL of the partner's corporate webpage.
   Account Type	Text	This value allows you to enter Account Types that are either in line with your CRM defaults or correspond to your requirements.
   Industry	Text	The vertical markets served by this account holder.
   Phone	Number	A contact phone number for the account.
   SIC Code	Number	The Standard Industrial Classification number (USA). This is a four-digit code that designates an area of economic activity. For more information, see Standard Industrial Classification (wikipedia)
   Number of Employees	Number	The approximate number of staff for this account holder.
   Address	Text	Building number and street name of the account holder.
   City	Text	City where the account holder operates.
   State	Text	State where the holder operates. This field can also be used to enter the county, province, or other regional designations for non-USA addresses.
   Postal Code	Text	An alphanumeric string. The format will differ between countries.
   Country	Dropdown List	The country where the account holder is located.
   Custom Fields		[Optional] Fields that you have made available on the Account Admin form.

4. Click Save.

Approve or Reject Account Requests

Anytime a partner closes a deal with a new customer, they will need to make that customer known to you. This can be done as part of the deal registration process. Your partner will have the option to Request  New Account when they create a deal registration for a new customer. You will then need to approve the account or reject it. 

There are several reasons why an account request may not meet the requirements for approval. The most common reasons are that the requested account already exists, not enough information has been provided, or if the partner is not authorized to register deals with that account. In the case of a duplicate, you may prefer to grant the requesting partner suitable permissions instead. 

1. Navigate to Leads & Deals > Deals > Accounts.

2. If any account requests need your approval, they will be listed in the Accounts list with the status Pending. Click the name of the account to open the detail view.

   You can make changes to pending accounts here if required, before approving or rejecting the request.

3. [Optional] You can defer a decision if desired by clicking Cancel.
4. Once you have decided whether to Approve or Reject an account, click on the corresponding button at the bottom of the screen. 

Edit or Delete Accounts

You can edit and delete accounts if the account is not integrated with a third-party software such as Salesforce. 

When integration with a third-party such as Salesforce exists, the account cannot be edited in Unifyr One. This will maintain the integrity of the third-party as the source of truth for Account information. When this is the case, Unifyr One updates the data every two hours.  

Review the information you input when creating the account. For more information, see the Create Accounts section of this article.

When you delete an account, the deal is still visible. Partners will see that the deal is associated with an Inactive Account. The account on the deal will display as Associated with Inactive Account. The account information on the deal can be updated by the partner. 

1. Navigate to Leads & Deals > Deals > Accounts. 

2. In the Accounts view, click the name of the account you want to review, edit, or delete.

   You can edit these fields: Account Name, Description, Website, Account Type, Industry, Phone, SIC Code, Number of Employees, External ID, External Source Integration Id, and Billing Address.

   You can limit Partner Access to individual or all partners.

   

3. If you have multiple pending requests for an account, we will show you all potential matches so that you can evaluate and take action on each pending account request.

   

4. Do one of the following:
   • Cancel current changes and return to the Accounts view.
   • Delete the current Account. 
   • Save changes and return to the Accounts view.

Export a List of Accounts

You can generate a CSV spreadsheet of customer accounts, and have it emailed to you.

1. Navigate to Leads & Deals > Deals > Accounts. 
2. Filter the Accounts list to show the accounts you want to include in the export.

3. Click the Export button.

   

   The file is generated and emailed to your nominated email address.

The exported file includes columns for all account fields, including custom fields, not just those displaying in the Accounts list.

The Partner Access column displays the partners that have access to the account.

• If the account is restricted to certain partners only, these are listed in Partner Access with their ID
• If the account is available to all partners, Partner Access is blank

Related Topics

• About Opportunities
• About Deal Registration