Account Managers and tracking performance

The lesson explains that Account Managers are commonly used to represent sales representatives, allowing colleges to monitor performance through the Marketing Dashboard and through system reports.

By the end of this lesson, you will understand:

• What Account Managers are in TEAMS and how they are used in different parts of the system
• How Account Managers can represent sales representatives for performance tracking purposes
• How their performance can be monitored through the Marketing Dashboard
• How the Account Manager feature can also be used to set up student counsellors
• Which records Account Managers can be linked to, including Agent, Applicant, Application, Student, and Enrolment
• How Account Manager details appear in different Student and Enrolment reports for easy visibility
• How to generate reports grouped by Account Manager to analyse activity and outcomes
• How reports can be exported as CSV files for further review and analysis

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.