TAM Report Setup tam-report-setup
The TAM Sales Report is a weekly, personalized email sent to the account team.
Report Setup report-setup
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Click Admin.
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Click Target Account Management.
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Under Weekly Report, click Edit.
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Click the Day drop-down and select the day of the week you want the recipients to receive the email.
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To determine the layout of your email, click the Sort By drop-down and make a selection.
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Check the Users checkbox, then click the drop-down and select who you want to receive the email.
note note NOTE Notifications will only be sent to account owners or team members. -
Click Save.
And that’s it!
How to Unsubscribe how-to-unsubscribe
Each report comes with the option to opt out. To do so simply click Unsubscribe at the bottom of the email.
How to Resubscribe how-to-resubscribe
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Click Admin.
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Click Target Account Management.
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Under Weekly Report, click the number listed as Unsubscribed.
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Click the Users drop-down.
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Select the user you want to receive emails again and click Resubscribe.
