Account Team
Current
Shows the details that follow of the account teams current members.
1. Seller
The name of the seller. The term (INACTIVE) is prefixed to a seller's name who are inactive in an account.
2. CRM Role
The role of the seller in an account's CRM team.
3. Start Date
The date on which the seller was assigned to an account's CRM team.
4. Time on Account
The time duration from which a seller was assigned to an account's CRM team and when the seller was unassigned.
5. Last Activity
The last activity of a seller in an account's CRM team. The last activity could be a meeting attended or conducted and or any email exchanges etc.
6. Manager
The name of the reporting manager of the seller.
Past
Shows the details of the account teams past members. The details shown here are similar to the details that are shown for a current account team as shown above.