The Sales Coordinator role is designed to support Account Managers by handling key tasks such as registrations, meeting setup, and reporting. It provides additional access and functionality within the CMS to streamline workflows and improve collaboration.
What is a Sales Coordinator?
A Sales Coordinator is a user role assigned within the CMS that unlocks specific features to assist Account Managers.
Must be assigned via Roles in the CMS
Can be linked to multiple Account Managers
Works across registrations, meetings, and reporting
Assigning Sales Coordinators
To enable this role:
Assign the Sales Coordinator role to a user
Navigate to an Account Manager’s profile
Use the searchable dropdown to assign one or more Sales Coordinators
Key relationships:
One Account Manager ➝ Multiple Sales Coordinators
One Sales Coordinator ➝ Multiple Account Managers
Registrations
Sales Coordinators play an important role in managing user registrations:
Receive email notifications for new registrations linked to their Account Manager or territory
Can review pending applications
Assign users to a Company
Approve or reject registrations
Meeting setup (Website)
Sales Coordinators can manage meetings on behalf of Account Managers:
Select an Account Manager as the meeting host
View all associated buyers linked to that Account Manager
Add buyers to the meeting from a single list
Add pre-meeting notes and list item notes
Notes sync directly with the iPad app
View past meetings and re-send summary emails
Option to set themselves as the meeting host
In-meeting experience (iPad app)
Only the assigned host (typically the Account Manager) can access the meeting on the iPad app
Sales Coordinators cannot view or edit meetings on the app unless they are the host
During meetings, the host can:
Start the meeting
Add content to lists
Take notes
Send summary emails
Sync updates back to the CMS
Lists
Sales Coordinators have limited list visibility:
Can access their own lists
Can access Global Lists
Cannot view Account Managers’ buyer lists within the Lists section
Reporting
Sales Coordinators can access reporting data for:
All users associated with their assigned Account Managers
Via direct relationships
Via territory associations
Permissions-based visibility
Reporting access depends on role permissions
Example:
If “View reporting for all users” is enabled → all Sales Coordinators can see full reporting data
Tips
Assign Sales Coordinators to multiple Account Managers to maximise efficiency
Use meeting notes to ensure seamless communication between web and app
Regularly review role permissions to control access levels
Leverage reporting insights to support Account Manager strategies
The Sales Coordinator role enhances collaboration by enabling users to support Account Managers across registrations, meetings, and reporting. With the right permissions and setup, it becomes a powerful tool for managing workflows and improving efficiency across your team.