To search for Account Reps, you can follow the below steps:
- From the Left Nav Menu, Click ABM > Account Reps.
- 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 with the name of the Account Rep and the result is shown.
- Enter the Account Rep's Name and click Search.
Search by Email:
- Enter the Account Rep's Email and click Search.
- The search string is matched with the Email of the Account Rep and the result is shown.
- Enter the Account Rep's Email and click Search.
Search by Title:
- Enter the Account Rep's Title and click Search.
- The search string is matched with the Title of the Account Rep and the result is shown.
- Enter the Account Rep's Title and click Search.
- 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.
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