Creating a team of KAMs

Here is how you can create a team of KAMs in the platform to follow them by groups.

As a Manager, you can create a team of KAMs in the platform.
This allows you to follow their performance in terms of:
- Customer Account and Customer Access Management
- Contract Management

To add a new KAM team, follow these steps :

  1. In dashboard of your Manager account, click on 'KAM accounts' tab in the menu bar.

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  2. In the 'KAM accounts' page, click on the 'Team management' button.

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  3. In the 'Teams' page, click on the 'Create team' button.
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  4. In the 'Creating a team' page, fill in the name of the team and select the KAMs you want to add to it.
  5. Click on the 'Confirm' button after you complete forming the team.

Note: a KAM can be a part of several teams.

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