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Sending customer payment reminders often takes place separately from the sales cycle process. However, it should be a primary focus for your sales team/account managers since it is the key driver of your financial performance. Step 1: Add new members Are you looking to add your Account Managers to the platform but you don’t know which status to give them? To invite new members: Click in the top right corner settings menu Members. You then click on “Invite a member”. We recommend inviting them as a Member to give them access to the platform (while restricting access to the account settings), and to give them the Account Manager status so that they can view their customer portfolio with a personalized overview. Step 2: Assign account managers to their customer accounts Here’s the 3 alternatives on how to do this. Step 3: Assign a follow-up reminder action to your Account Managers From the Action tab, your Account Managers are able to follow-up on the actions that need to be performed. To do so, you have to include “Account Manager” in the field “Owner”. You can also add them by default to be in copy of reminder emails by adding the “Account Manager” in the copy field (CC) or as a hidden copy (CCI). Step 4: Monitor and follow-up on reminders In your Analytics tab, you can access data pertaining to your Account Managers such as:
  • Actions that need to be performed and actions that have been completed by Account Managers
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