Associating Multiple Account Reps with an Account

To associate Multiple Account Reps with an Account, follow the steps below:

1. From the Left Nav Menu, go to AMB > Accounts.
   
   
2. Choose an Account to which you wish to add an Account Rep.
   
   
3. By default, you will be shown the Metrics tab. Switch to the Account Reps Tab.
   
4. Click on the +Add Account Rep button in the top right corner of the Page.
   
5. On the Add Account Rep pop-up window, add the required fields:
   
   Type: Select the type of Account Rep you are adding. The three options given in the drop-down are -
   - Account Rep
   - Account Executive
   - BDR (Business Development Representative)
   Note: You are only permitted to add one Account Rep for each type per Account.
   
   Account Rep: Use the text field and select an Account Rep.
   
   Video URL: Add any video link you wish to display.
   Welcome Note: Write a Welcome note for the visitor. You can also use ABM Page Tokens. 
   
   
6.  Click Save.
   
   
7.  The Account Rep will be added successfully. Repeat steps 4-6 to add another Account Rep.