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 :
- In dashboard of your Manager account, click on 'KAM accounts' tab in the menu bar.
- In the 'KAM accounts' page, click on the 'Team management' button.
- In the 'Teams' page, click on the 'Create team' button.
- In the 'Creating a team' page, fill in the name of the team and select the KAMs you want to add to it.
- Click on the 'Confirm' button after you complete forming the team.
Note: a KAM can be a part of several teams.