Managing Account Reps

What are the standard attributes of Account Representatives?

Every account representative field has the following standard attribute fields:  

1. Name: It identifies the name of the account representative.
   example: Geoff Rego
2. Email: It identifies the email address of the account representative.
   example: Geoffrego@hushly.com
3. Title: It identifies the designation of the account representative.
   example: Co-founder & CEO
4. LinkedIn Profile: Enter the LinkedIn URL to navigate to the account representative's profile.
   example:  https://www.linkedin.com/in/geoffrego
5. Twitter: Enter the Twitter URL to navigate to the account representative's profile.
   example:https://twitter.com/GeoffRego 
6. Appointment Booking URL: Enter the Calendly URL of the account representative, so the user can book an appointment with the account representative.
   example: https://calendly.com/geoffrego
7. Welcome Note: Enter a note for welcoming the users.
   Example: On behalf of Hushly, I would personally like to get a one-on-one with you. 
8. Profile Picture: Upload an image that represents the account representative.

Next Topics:

Adding Account Reps

Searching Account Reps

Editing an Account Rep

Deleting Account Reps

Importing Account Reps

Adding Account(s) to Account Reps

Viewing an Account Rep