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Account Manager

guide
1 min readUpdated

User Guide › Market

Account Manager

Overview

Use the Account Manager view in the Market area to review account manager records. Sales representatives and sales managers can use this view when they need to identify the account manager associated with the records shown in the list.

Steps

  1. Open the Account Manager view and review the records displayed under Account manager.

  2. Use the visible account manager names to identify the record relevant to your current sales or market activity.

Result

You have reviewed the account manager records available in the Account Manager view.

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