Modifying / Transfering / Deleting a KAM account

Learn how to manage the KAM accounts of your team.

How to modify a KAM account ?
How to transfer a KAM account ?
How to delete a KAM account ?

HOW TO MODIFY A KAM ACCOUNT ?

To modify a KAM account, follow these steps :

1. In the menu bar in the dashboard, click on the 'KAM accounts' tab to access the list of KAM accounts.
   
2. Click on the KAM account you want to modify.  
   
3. You will now land on the page displaying the details of the selected KAM account. Click on the 'Modify' button.
   
   
4. In the 'Modificati on of the KAM account' page, you can make the required changes. 
   Click on the 'Modify' button to validate the changes you have made.

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HOW TO TRANSFER A KAM ACCOUNT ?

At times you would like to transfer all the clients and optimisations associated with a KAM account to another KAM account.

To transfer a KAM account, follow these steps :

1. In the menu bar in the dashboard, click on the 'KAM accounts' tab to access the list of KAM accounts.
   
   
2. Click on the KAM account you want to transfer.  
   
3. You will now land on the page displaying the details of the selected KAM account. Click on the 'Transfer the account' button.
   
4. A pop-up will be displayed on the screen. From the drop-down menu select the KAM account you want to make the transfer to.
   
   
5. Click on 'Transfer' to finish the process.

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HOW TO DELETE A KAM ACCOUNT ?

To delete a KAM account, follow these steps:

1. In the menu bar in the dashboard, click on the 'KAM accounts' tab to access the list of KAM accounts.
   
   
2. Click on the KAM account you want to delete.  
   
3. You will now land on the page displaying the details of the selected KAM account. Click on the 'Delete account' button.
   
   
4. Confirm your decision by clicking on the 'Delete the account' button in the pop-up.
   
   

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