Channel Activity Digests: The Secret to Account Activity Visibility
Engagio
MARCH 19, 2020
Assign accounts to Sales (SDRs and AEs) and CSMs Turn on Engagio’s Auto Create Account List feature Ensure your marketing programs are tagged with the correct channel. In order to provide each Sales Rep/CSM with the activity from their assigned accounts, we’re going to need to make sure that they’re actually assigned to the correct accounts.
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