What is the frequency of designating sales reps to accounts? Is it during Yearly/Quarterly Accounts Review?
Hi Shanthi,
I believe Sales reps are assigned to accounts during the Yearly (Annual) Account Review. Assigning a sales rep to an account is considered a relatively stable relationship, so it is typically reviewed and set annually, updated only when organizational changes occur. Happy to discuss further.
Thanks for your response Millie.
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