The ABM Sales Report is a weekly, personalized email sent to the account team.
1. Click Admin.
2. Click ABM.
3. Under Weekly Report, click Edit.
4. Click the Day drop-down and select the day of the week you want the recipients to receive the email.
5. To determine the layout of your email, click the Sort By drop-down and make a selection.
6. Check the Users checkbox, then click the drop-down and select who you want to receive the email.
Checking the Account Owners checkbox sends the weekly report to everyone who's listed as an Account Owner.
7. Click Save.
And that's it!
How to Unsubscribe
Each report comes with the option to opt out. To do so simply click Unsubscribe at the bottom of the email.