Sales co-ordinators will be notified via email of any new registrations for their associated Account Manager/Territory.

Sales co-ordinators can review pending registrations, assign a Company and review or reject the registrationMeeting set up (website)

Sales co-ordinators can set up meetings on behalf of the Account Manager. In the meeting host drop down, they will see a list of all Account Managers they are associated to (whether via direct relationship or territory association).

The lists of all buyers associated to the Account Manager who has been chosen as the host (whether via direct relationship or territory) will be available for the Sales co-ordinator to add to the meeting (1 list)

The Sales co-ordinator can add pre-meeting notes and list items notes via the website, which will sync through to the iPad app

The Sales co-ordinator can go back and view old meetings + notes and re-send the summary email via the website

The Sales co-ordinator can also set themselves as the host of the meeting

The Account Manager set as the host can log in to the iPad app to see the meeting. The Sales co-ordinator cannot see or edit a meeting which they are not the host of via the iPad app

The Account Manager can start the meeting, add to list, make notes, send the summary email and sync back to the website.

The Sales co-ordinator can only see their own or Global Lists. Account Managers buyers lists are not visible within the Lists section of the website

The Sales co-ordinator can see reporting data for all users assigned to the Account Manager (whether via direct relationship or territory).

If the Sales co-ordinator role is edited in the CMS, the view will update, e.g. if 'view reporting all users' is checked, all Sales co-ordinators will be able to see reporting data for all users