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Key Account Management
All about working with Account and Contact records and Key Account Management features such as Relationship Maps, Account Matrix, White Space and Org Charts.
5 articles
Accounts Hierarchy/Contact Org ChartsSetting up and using Org Charts & Account Hierarchies to understand relationships between companies and contacts.
Using the Relation Graph for Accounts and ContactsHow to set up and use the Relation Graph for relationship mapping of Accounts and Contacts
Using the Products Tab for AccountsHow to use the Products Tab for Account Management and Account Planning
The Account Matrix View in DetailThis view is invaluable for Account Management allowing you to visualise key metrics to help you build and maintain effective relationships
Account Management — Using Account Health in PipelinerLearn how to use Account Health to enhance your Account Management