Assign To ABM
Setup Instructions
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Step 1
Click on the Assign To ABM button.
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Step 2
A pop-up window will open.
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Step 3
Select the Manager Name according to your preference.
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Step 4
After choosing the manager, click the Submit button.
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Step 5
The record will be successfully assigned to the selected ABM.
💡 Pro Tip: Choose the Right Manager
Always verify the manager details before assigning to ensure proper responsibility and workflow management.