Account Ownership
Account Ownership
This guide will walk you through the process of managing account ownership for Salesforce.
Go to app.getsignals.ai
1. Introduction
These rules can designate different owners from your CRM account by looking up accounts in the specified segment and mapping the CRM user field to the account owner.
2. Click "Integrations"
To create a new account ownership rule, click on your Profile in the bottom left corner, then Integrations.
3. Go to "Ownership"
Go to your CRM integration, then click on the "Ownership" tab.
4. Click "Add Segment Rule"
Scroll down, then click on "Add Segment Rule." Select a segment from the drop-down menu. If you do not have company segments created you will need to do that first.
Check out our HelpDocs on creating company segments if you'd like help doing so.
5. Select the Use Owner
Select the Use Owner field from the drop-down (This will match the fields you have listed in your CRM). If the account owner in CRM is not a user in Signals, the default owner will be assigned. You can have up to two fields.
Click "ADD ANOTHER FIELD" and select a "then by" owner. This will work as a fallback in the case that there is no match for the first designated field. Select a fallback routing rule. This will be a specific user who will be assigned as the Account Owner in the case that the Account Owner in your CRM is not a licensed user.
6. Create fallback criteria
Lastly, select fallback criteria in the case that a company does not match the specified segments that you set up.
7. Choose a default owner
There are some instances in the software where you can designate a Default Account Owner. This owner will be assigned in the case that a Signals User is not found. You can assign the default account owner here.
Note: Changes made inside the CRM or on the integrations page will update automatically overnight.
8. Static Segment
When uploading a static segment you will need to choose a fallback owner. If you have a specific list of accounts whose owners you want to change, you can create a static segment from a CSV upload and it will give you the option to overwrite the current account owner for any accounts already in Signals. This is a quick, manual fix when it only involves a specific list of accounts.
