Configuring Book of Accounts

  • Updated on Oct 23, 2024
  • Published on Oct 4, 2024
  • 2 minute(s) read

Why configure the Book of Accounts

How do you make sure prospects & recommendations are surfaced to sellers for their accounts and not for accounts owned by others? The answer is by configuring their Book of Account in MadKudu.

The Book of Account defines which people / accounts will be surfaced to a seller in a Playbook in their MadKudu Inbox, which people/accounts will show in their Daily Digest and which will appear in their Explore view.

How to setup your teams Book of Accounts

The configuration will depend

If your organization uses a specific Salesforce Account field to assign accounts to reps

In this scenario, you assign accounts to your reps in Salesforce based on one or more account fields

For example:

  • SDRs are assigned accounts based on SDR_Owner__c

  • AEs based on OwnerID

  • CSMs based on CS_Owner__c

To reflect the account assignment in the Book of Account in MadKudu, you’ll configure this at the team level.

Pre-requisite

  • You must be an Admin

Step by Step

  1. Log into MadKudu app

  2. Navigated to Settings > Users then click on the Teams tab

If your organization is pairing SDRs with AEs

In this scenario, you assign accounts to your AEs in Salesforce using the Account OwnerID, and SDRs are informally paired with AEs without a specific field assignment in Salesforce.

Example: Sam, SDR is working on accounts with Adrian, AE. Adrien is the owner via the Account ownerID. By default the Book of Accounts is configured on the Account ownerID unless you've configured some teams with different ownerships (see above). Sam wouldn't see any accounts in his book of accounts because he has no account assigned to him via ownerID.

If you are in this case, each user/rep will be prompt to configure their book of account during the onboarding flow when accepting their invitation to MadKudu. If they want to edit it, they’ll be able to do so in settings. See how below.

Step by Step

  • Log in MadKudu Copilot (Chrome extension or embed in Salesforce / Outreach / Gong Engage)

  • Open the top right menu clicking on the 👤 avatar icon

  • Click on My Book of Accounts

  • Select the people owning accounts

Tip: If you have the AE to SDR pairing in a list for all your team, please send a spreadsheet with each

  • user email

  • user name

  • salesforce account owner field

  • and / or email of AEs they are paired with

Please submit to our support team who will configure it for everyone on their behalf