Searching Account Reps

To search for Account Reps, you can follow the steps below:

1. From the Left Nav Menu, Click ABM > Account Reps.
    
2. You can search for Account Reps by Name/Email/Title.

   • Search by Name:

     • Enter the Account Rep's Name and click Search.
          
     • The search string is matched against the Account Rep's name, and the matching results are displayed. 

   • Search by Email:

     • Enter the Account Rep's Email and click  Search.
        
     • The search string is matched against the Account Rep's Email, and the matching results are displayed  

   • Search by Title:

     • Enter the Account Rep's Title and click  Search.
        
     • The search string is matched against the Account Rep's Title, and the matching results are displayed    
3. Advanced Search: You can search for Account Visitors based on one parameter - Import Name
   • Click the drop-down arrow in the Search Field.   
   • Enter the search text in the Import Name and select from the list displayed. Click Search.     
   • The account matching the Import Name is returned in the search results.

Related Topics:

Adding a new Account Rep

Managing Account Rep's

Editing an Account Rep's

Deleting an Account Rep