As an SFE, a one-time use username and password will be shared with you to access your Analytics interface.
You need to know 4 main buttons in order to understand how to find your way in Analytics.
Dashboard: allow you to have an overview of your team's territory.
Accounts: Master contact List management interface empowered with filters and powerful functionalities enable account assigning or switching.
Lists: Gives you access to the lists of each team member and manager.
An overview of the dynamics of customer list and workflow per Rep.
An overview of the dynamics of customer list and workflow per Manager.
Requests: You will be receiving requests from team members in your organization to add, remove and update contacts to their lists.
