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For managers who need to keep track of what there teams are up to!
Designed as an internal document for Managers, Group Account Directors and Account Directors. The AM-Insider Account Team Record helps you to maintain an accurate record of your current client accounts and the teams allocated to service them.
You'll easily be able to sort your accounts by client, brand, annual forecast and individual team members.
The Account Team Record will allow you to see who works on each account, the number of accounts per team member and the structure of account management for each client. This information will help in assessing workload and re-allocation of clients as required.
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