The account should be reviewed at regular intervals to check progress against objectives, to set new goals and revise any aspect of the plan that isn’t working as well as it should.
A review is always between an account employee and a reviewer
Open the account
Under the Navigation tab click Account Review
Click the Add button to create a review record.
Complete the form in as much detail as possible paying attention to the mandatory fields
Click the Add button to save the review details
- Employee: Select from the drop-down list
- Reviewer: Select from the drop-down list
- Title: Click in the field and type a title for the review
- Notes: Click in the field and type any notes relevant to the review
- Review Date: Click the Calendar button and select the scheduled review date
- Next Review Date: Click the Calendar button and select the next scheduled review date
Click to select the review from the list, and click the Edit button to update the notes after the meeting.
Important: Only the employee and reviewer can edit the review record.
Click to select the review from the list, and click the Delete button to remove the review record from the list.
Click the Export to Spreadsheet button to export the list as a csv file which will open in Excel.
Click the Export to PDF button to export the list as a PDF ready for printing.