Account manager’s dashboard can be accessed through the Dashboards section and includes the following lists and charts:
- Upcoming meetings assigned to the current manager.
- TOP 5 open deals with the largest budget assigned to the current manager.
- Key clients requiring attention – accounts of category A without communication records within last 2 weeks.
- Order payment dynamics – previous week planned vs paid order amounts assigned to the current manager.
- Hot leads with defined BANT and confirmed meeting date.
Support is not available for this application.
7.11.1 and up
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