Accounts, contacts and buyers
Add venues, the people who work there, and who can approve an order.
Find an account. Accounts lists your venues by name. Search by Name or city, or use the filter button to show one status (Target, Active or Inactive). Switch to Map to see them as pins; tap a pin to open the account. Pull down to refresh.
Add an account. On Accounts, tap New account. Search for the venue by name to fill in its name, address and map pin, then choose its type and status (Target, Active or Inactive). If your team prices by how a venue buys (for example direct or through the state), pick it under Buys through. To add a venue straight to your targets, use Targets instead: see Add targets in the app.
Add a contact. On the account, tap Add contact. Add their name, title and how to reach them.
Buying authority. Set Buying authority to show who can say yes to an order:
- Decision maker: can approve an order or a menu placement. Marked with a Buyer badge and listed first.
- Influencer: shapes the decision, such as a bar manager.
- Gatekeeper: controls access to the buyer.
- No say: not involved in buying.
Leave it as Not sure until you know. An account with contacts but no decision maker shows "No buyer identified yet". In Contacts, the Buyers only filter lists every decision maker.
First order. When a Target or Inactive account places its first order, open it and tap Order confirmed. Pick the order date, add a note if you like, and tap Confirm. The account moves to Active and counts as your win. When the order later shows up in a depletion report, the account notes that too.
Sales. If your team imports depletion reports, the account's Sales section shows cases over the last 3 months and the trend, a bar for each of the last 12 months, the last order date, and a month-by-month list. With a connection, it also shows cases by product. Nothing shows until a report includes the account.
Targets. The account's Targets section lists the target lists it's on. Tap Add to my targets or Remove from my targets to change your own list.