AccountManager Principal CRM Update Tutorial
Learn how to the Principal CRM Update feature to quickly identify and highlight additions and changes to opportunities in AccountManager. This incredible tool allows your sales team to stay opportunity-focused in one system–AccountManager. When it’s time to update your principal’s system, our CRM Update Dashboard will find all the opportunities that have been updated, and highlight the changes, so your administrator will know exactly which fields to update in the principal’s system. Come to this tutorial to see a demonstration of this timesaving feature!