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How To Assign An Account Manager To A Campaign

Written by Zachary Cuva

Overview

After assigning a sales executive, the next step is to assign an account manager. This ensures proper day-to-day management and support for the campaign.


How to Assign an Account Manager

  1. Locate the Account Manager field within the Team section

  2. Click into the search box beneath Account Manager

  3. Select the appropriate account manager from the dropdown list


Important

  • All available account managers will appear in the dropdown list

  • Ensure the correct account manager is selected to support campaign execution

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