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List of Corporate Accounts is Now Maintained in Agile

Accessing important Corporate Account information has never been easier! Leverage national and local strengths by collaborating with the Corporate Accounts sales team, C&I Regional sales teams, and agencies using the new Corporate Accounts application.

You are no more than a couple clicks away from finding out the account owner, specifying agent, all specification and purchasing information, strategic approach and deployment information for each active account – to help you win more business.

When presented with an opportunity for a corporate account in your territory, always reference this list to find out the rules of engagement for pursuing the customer with the Corporate Accounts team, as well as any other agencies already engaged with the customer.

How to Find Corporate Account Information

There are several different places in Agile that you can launch to find the page for each account:

  • Locate the Corporate Accounts tab under Contacts.

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  • Click on the icon in Project Container next to the National Account drop down OR click on the icon in Order Management by the National Account drop down.

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  • If a Corporate Account has already been populated in Project Container or Order Management, clicking the icon next to the National Account will take you directly to the detail page.

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  • The Corporate Account summary page displays a list of Corporate Accounts in a rolodex format. Click on the account name you wish to open.

Summary Page

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Example of Account Detail Page

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Corporate Account lists on LLWEB and ABLWEB will now redirect to this new list and information.

If you feel any information for an account needs to be edited or added, please contact the Account Owner and Account Representative for the account.

Also, if you have an opportunity with a customer that is not on this list that you would like to set up as a new T3 Corporate Account, please contact Cary Shackelford or Tonya Sargent to assist you with setting up the account.

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