Manage Accounts Overview
What is manage accounts?
Manage Accounts is the central hub for business profile administration, billing management, and listing maintenance. Focus on maintaining accurate business information, managing service billing, and ensuring business directory profiles are current and complete.
Why is manage accounts important?
- Billing Administration: Manage product subscriptions, billing cycles, and payment processing for business accounts
- Listing Profile Management: Maintain accurate business directory information including addresses, categories, and contact details
- Service Administration: Handle product activation, configuration changes, and account-level service settings
- Profile Data Integrity: Ensure business information accuracy for directory listings and service delivery
- Account Lifecycle Management: Handle account setup, maintenance, and closure processes
What's included in manage accounts?
- Business Profile Management: Create, edit, and maintain comprehensive business directory profiles
- Billing and Subscription Management: Handle product billing, subscription changes, and payment administration
- Listing Maintenance: Update business categories, addresses, contact information, and directory presence
- Service Configuration: Manage product settings, feature activation, and account-level configurations
- Account Administration: Handle account lifecycle, duplicate resolution, and profile cleanup
How to get started
- Set up business profiles with complete directory information and proper categorization
- Configure billing and subscriptions for active products and services
- Maintain listing accuracy by regularly updating business information and directory presence
- Manage service configurations to ensure optimal product performance and billing accuracy
- Handle account administration including profile updates, duplicate resolution, and account lifecycle management
For detailed contact management, lead tracking, and advanced search capabilities, use the CRM section which provides comprehensive tools designed specifically for sales and relationship management.
Additional actions
- Adjust user notifications and default settings during bulk import
- Change an account's market when territories change
- Organize accounts using account lists for administrative operations and reporting
Frequently Asked Questions (FAQs)
Can I add multiple accounts at once?
Yes. You can import accounts from a CSV file using the bulk import option. See Create Accounts.
What information is required to create an account?
Required fields include business name, address, phone number, country/region, and categories. See Create Accounts.
How do I update an account's address or category?
Open the account, choose edit, update the fields, and save. See Edit Accounts.
How do I find accounts with specific products?
Use product-based filters such as has product, missing product, or status. See Search and Filter Accounts.
Can I activate or change products for an account?
Yes. Open the account, go to products, then activate or change editions as needed. See Product Management.
How do I resolve duplicate accounts?
Identify the primary account, consolidate data, and remove duplicates as appropriate. See Delete Accounts.
What happens when I delete an account?
Deletion is permanent. User access, products, and related data are removed. See Delete Accounts.
Can I filter accounts by creation date or active products?
Yes. Use date filters for creation date and product filters for active products. See Search and Filter Accounts.
How do I change the Contact Us contact in bottom left corner of Business App?
The contact populated in the Contact Us contact is the assigned Salesperson for the account. This can be assigned or updated by an administrator on the Account Page of the business in Partner Center from Business Details > Edit > Administration > Sales.
How do I export accounts?
Accounts can be exported as a CSV file once they are added to a list.