My Book of Accounts

Your Book of Accounts in MadKudu ensures your MadKudu account tracks and surfaces recommendations for your accounts and the ones you want to follow, and not for accounts owned by others. This setting powers which accounts / people would show in

• your Playbook Inbox

• your Email Digest

• your Explore view “My Book of Accounts”

When to edit your Book of Accounts

Your Admin should have set the Book of Accounts by team during onboarding.

As a seller, it’s unlikely you’d have to change it but here are reasons to edit it:

• you’re seeing accounts you don’t owned showing in your Email Digest, Playbooks or Explore views

• you'd like to have unassigned accounts show in your Email Digest, Playbooks or Explore views

• you are an SDR/BDR paired with AEs and you’re changing AEs you’re working with

As a Sales manager, Sales enablement or Ops, by default your Book of Accounts is empty as you do not own accounts. You’d want to configure it to

• track the same accounts as your team

• test playbooks

How to edit your Book of Accounts

1. Log into MadKudu

2. At the top right corner click on the avatar icon 👤
   

3. Click My Book of Accounts

4. Select account owners you’d like to track

5. Click Save configuration