by Trica Foote | May 30, 2023
Join us for an informative session where we’ll review recent updates to AccountManager 365, AccountManager Mobile, AccountManager Web, and also show what’s on the horizon in AccountReporter Analytics and SalesAnalysis!
by Trica Foote | Apr 4, 2023
In this one-hour class, we’ll show Representatives how to easily update opportunities in their Principals’ external CRM systems. Rather than having all your users learn multiple CRM applications, focus your team on AccountManager for all their Opportunity...
by Trica Foote | Apr 4, 2023
In this one-hour class, we’ll show Representatives how to easily update opportunities in their Principals’ external CRM systems. Rather than having all your users learn multiple CRM applications, focus your team on AccountManager for all their Opportunity...
by Trica Foote | May 17, 2022
This tutorial is intended to update current/existing Principal CRM Dashboard users on the new user interface. (This is not an introductory class! Attendees should already be familiar with the Principal CRM Dashboard, how to set up layouts, and query results for...
