Partnerships Overview (Accounts for Activation Teams)

Account Information Management
- Click on the partnership logo and name.
- Use the pencil icon to update account information such as industry, sales owner, and account notes.
- Modify collaboration settings like status, external access, and notifications.
- Edit partnership overview and rearrange elements by dragging and dropping.
- Utilize pin notes, dashboards, and protected accounts for specific needs.
- Access additional options like managing users, duplicating or merging accounts, rolling over partnerships, or archiving accounts.
Sharing
- Assign internal and collaborative users to the partnership.
- Update users on changes, due dates, and progress through email notifications.
- Remove, grant different access levels, invite new users, or assign existing users directly from the share button.
Subpages Navigation
- Tasks: View and manage all tasks related to the partnership, edit due dates, and make assignment changes.
- Overview: Shareable page for client collaborators with customizable information.
- Files: Access and manage files associated with the partnership.
- Calendar: 30-day view based on task due dates.
- Social: Social feed for partnership mentions.
- Presentations: Access and create presentations for client collaborators.
- Notes: Internal and external notes sharing option.
- Activity: Log of all activities and changes in the partnership account.

Ensure sensitive information is protected when sharing and collaborating on the partnership account.
Double-check changes before updating account information to avoid errors.
Regularly review and update user assignments to maintain accurate communication and collaboration.

Customize the overview page to tailor information for client collaborators.
Utilize filters and search functions to quickly find specific tasks or files.
Regularly check the activity log to track changes and stay updated on account activities.

To provide a comprehensive overview of the activation partnership account in Trak, including managing account information, sharing with internal and collaborative users, and navigating through subpages.