Need to connect with your Sales Rep? Here’s how to schedule a meeting and find their contact information.
How To Schedule a Meeting With Your Sales Rep?
1. From the dashboard, click on the Schedule a Meeting with Sales tab.
2. Select a time and date that works best for you, as well as your desired meeting length. You will receive a confirmation once the meeting has been booked.
How To Find Your Sales Rep/ Account Manager Contact Details In the Portal
Your account manager's contact information can be found in the Account section of your portal settings.
1. Navigate to Settings & Preferences in the profile control panel.
2. Select Account.
3. See Sales Manager contact details.
If you cannot log in to your portal, please contact support. They can connect you with your account manager.