Customer Actions

Customer Screen in KAM
Inside the Key Account Module (KAM) you have many actions you can take to support your client journey.   1. Conduct a deep analysis of your client...
Wed, 6 Jul, 2022 at 12:26 AM
Make a contact a Key Decision Maker
1. Navigate to the customer and enter the customer record. Then, navigate to the contacts on the right-hand side. 2. Choose your contact and click ...
Thu, 29 Aug, 2024 at 11:30 AM