Introduction
If you're part of a team working on multiple accounts, it's likely that you're only involved with certain accounts and not all of them.
That's why selecting the accounts you're working on as "my account" is one of the first things you should do in TrueClicks.
This takes just one click per account on the 🔖 bookmark icon next to them. More people can select the same account as "my account" as we understand colleagues can work together on the same account.
Benefits
Selecting "My accounts" has many benefits, both for individual users and for the team (lead).
Benefits for the individual user
You can easily focus on your accounts, as they show by default when logging into TrueClicks (the default scope).
You'll receive personalized emails about important things happening in your accounts.
Your weekly email digest will show your cost-weighted TrueClicks score vs. the company-average TrueClicks score.
Benefits for the team (lead)
Everyone can see each other's cost-weighted TrueClicks score in the user-based view in TrueClicks. This creates transparency, accountability, and useful gamification.
Everyone knows who's working on which account.
Users who select my accounts are 90% more likely to use TrueClicks regularly than those who don't. We're not exaggerating, we've observed this with thousands of users.