Viewing an Account Rep

Modified on Tue, 29 Apr at 3:33 AM

To view an Account Rep, you can follow the steps below:

  1. From the Left Nav Menu, click ABM > Account Reps.
  2. On the Account Reps page, click the Account Rep name.
  3. The Account Reps page displays two tabs that are associated with the account rep.
    • Configure
    • Accounts

Configure:

By default, the Configure tab opens. This tab provides information about the account rep that can be modified. Click Update to save the changes.
   

Accounts:

Click the  Accounts tab. This tab provides information about the list of accounts that are associated with the Account Rep.


Related Topics:

Adding a new Account Rep

Managing Account Reps

Editing an Account Rep's

Deleting an Account Reps

Searching  Account Reps


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