Feature Overview

The Account Size Employee Count setup enables administrators to define which number or numeric field from the Account object in your CRM instance is used to determine account size based on employee count. This critical mapping ensures that accounts are properly categorized by company size, supporting accurate segmentation, reporting, and analysis throughout the TruSales platform.

How It Works

The interface displays a comprehensive table of available numerical fields from the Account object in your CRM system. Administrators can select one field to designate as the employee count field using a radio button interface. The standard field is automatically included as the default option when available.

When a field is selected and saved, TruSales synchronizes the employee count data across all accounts, enabling proper account size categorization and filtering.

Use Cases

• For Admins: Configure the correct employee count field when the standard CRM field doesn't reflect organizational headcount tracking, ensuring accurate account size categorization and reporting.
• For Sales Managers: Access properly sized accounts that align with organizational employee count definitions for accurate territory management and opportunity qualification

See It in Action

Requirements

• TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
• Active CRM instance integration properly configured and synced
• Numerical fields available in the CRM Account object
• Understanding of organizational employee count definitions and account size categories

Highlights

• Single-field selection ensures consistent employee count definition across the platform
• Automatic synchronization maintains account size data integrity during field mapping transitions
• Prevents incorrect account sizing when your CRM uses custom employee count fields

Need Help?

Contact your Customer Success Manager for help configuring account size employee count mappings or troubleshooting field synchronization issues, or TruSales Support if you experience any technical issues with this page.