TAM Report Setup

Last update: July 21, 2023

The TAM Sales Report is a weekly, personalized email sent to the account team.

Report Setup

  1. Click Admin.

  2. Click Target Account Management.

  3. Under Weekly Report, click Edit.

  4. Click the Day drop-down and select the day of the week you want the recipients to receive the email.

  5. To determine the layout of your email, click the Sort By drop-down and make a selection.

  6. Check the Users checkbox, then click the drop-down and select who you want to receive the email.

    NOTE
    Notifications will only be sent to account owners or team members.

  7. Click Save.

And that’s it!

How to Unsubscribe

Each report comes with the option to opt out. To do so simply click Unsubscribe at the bottom of the email.