> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pingtree.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Management

> Enterprise account management gives your organization a dedicated account manager and a centralized dashboard for monitoring performance, activity, and support across all managed organizations.

# Account Management

Enterprise clients on Pingtree are assigned a dedicated account manager who provides strategic oversight, proactive support, and direct access to platform expertise. The Account Management dashboard gives your account manager — and your team — a single place to monitor everything that matters.

***

## Dedicated Account Manager

Every enterprise organization is assigned a dedicated account manager responsible for:

* Understanding your business goals and lead generation strategy
* Proactively identifying optimization opportunities
* Coordinating support, custom builds, and platform access
* Conducting regular account reviews and strategy sessions

Your account manager is your primary point of contact for anything beyond day-to-day support — from campaign strategy to contract and billing discussions.

***

## Account Manager Dashboard

The Account Manager dashboard provides a comprehensive overview of all managed organizations, with key metrics surfaced at a glance.

### Organization Overview

| Metric                | Description                                                      |
| --------------------- | ---------------------------------------------------------------- |
| **Organization Name** | Quick access to each managed organization's settings and details |
| **Active Sources**    | Number of currently active lead sources in the past 15 days      |
| **Daily Clicks**      | Click volume trend over the past 15 days                         |
| **Daily Forms**       | Form submission trend over the past 15 days                      |

### Ticket Overview

The ticket panel gives a real-time snapshot of open support work across your organization:

| Status             | Description                                               |
| ------------------ | --------------------------------------------------------- |
| **New**            | Tickets submitted but not yet triaged                     |
| **In Progress**    | Tickets actively being worked on                          |
| **Blocked**        | Tickets paused due to a dependency or awaiting a resource |
| **Pending Client** | Tickets awaiting a response or information from your team |
| **Testing**        | Tickets where a fix is in place and being verified        |

<Tip>
  The ticket overview is designed for quick triage. If you see a high number of Pending Client tickets, your team likely has outstanding action items that need attention to keep things moving.
</Tip>

***

## Activity Monitoring

### 15-Day Trending Data

The dashboard displays rolling 15-day trend graphs for:

* **Daily Clicks** — track traffic volume and identify drops or spikes
* **Daily Forms** — monitor lead submission rates over time
* **Active Sources** — see which sources are contributing to current campaigns

### 72-Hour Login Activity

Pingtree monitors login activity across all users in your organization over the past 72 hours. This provides:

* Visibility into which team members are actively using the platform
* A quick audit trail for security and access management purposes

***

## Multi-Organization Access

Account managers can switch between all organizations they manage without logging out. This makes it easy to:

* Compare performance across clients or business units
* Respond to issues in any managed organization directly
* Access organization-specific settings and configurations quickly

***

## Regular Reviews and Strategy Sessions

Enterprise accounts include scheduled check-ins and strategy sessions with your account manager:

* **Performance Reviews** — review campaign KPIs, lead quality, and distribution performance
* **Optimization Recommendations** — proactive suggestions based on your data trends
* **Strategy Sessions** — longer-format planning sessions for new campaigns, verticals, or integrations

To schedule a review or strategy session, reach out to your account manager directly or submit a request via **Support > Working Sessions**.