The account structure page allows you to rename and change the groupings of your Rolled Up accounts.
You can get to the Account Structure page by going to Settings --> Account Structure.
- On the screen, you will find a list of all your Rolled Up accounts, the number of Salesforce accounts that comprise that account, and the Total Bookings with that account.
- You can sort the data by any of the fields above.
- You can also search the data. Doing a search for a company name will find any Rolled Up accounts with that name, as well as Rolled Up accounts that have a sub-account with that name.
- You can expand the list of sub-accounts for each Rolled Up account by clicking the plus icon next to the account name.
- You can change the name of a Rolled Up account by clicking the icon next to the name.
- The Merge Accounts button allows you to combine two Rolled Up accounts.
- This will combine all of the underlying data of the two accounts. So for instance, if you combine accounts A and B, and previously A had 5 leads and $5 in bookings, and B had 10 leads and $10 bookings, then the new combined account will have 15 leads and $15 bookings.
- On combining the accounts, you will need to choose which account is the “Master”. This Master account will keep its name.
- Keep in mind that the data for the accounts that have been merged may be inaccurate for a few minutes while the system recalculates. You will know this time period because the account name will show up in red text while the calculations are still being performed, and will go back to black when the calculations are complete.
- The Edit Account Structure button is available when an account is selected. This allows you to add sub-accounts to a Rolled Up account, move sub-accounts out of a Rolled Up account and to a different account, or move sub-accounts out of a Rolled Up account in into a brand-new Rolled Up account.
- Add Sub-account: Allows you to search for sub-accounts that can then be merged into this Rolled Up account. The existing Rolled Up account will now include all of the data that was in that sub-account (opportunities, contacts, etc). Some sub-accounts must be moved together and will be grouped as such.
- Move to a different account: Allows you to move a specific sub-account(s) over to a different Rolled Up account. The Rolled Up account you have moved this sub-account to will now include all of the data that was in that sub-account (opportunities, contacts, leads etc). Some sub-accounts must be moved together and will be grouped as such.
- Move to new account: Allows you to move a specific sub-account(s) to a whole newRolled Up account. This Rolled Up account will need to be named. Some sub-accounts must be moved together and will be grouped as such.