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Account Management
Monarch - Account List - Manager Access (reassign and export)
Monarch - Adding New Lead Account - Account Executive
Monarch - The Account List - Account Executive
Monarch - How to Reassign Accounts - Manager Access
Monarch - Prospecting
Monarch - Approving or Rejecting Leads - Manager Access
Monarch - Submit a Lead Account for Approval
Monarch - Requesting an Account (Customized)
Monarch - Delete Prospect or Lead Accounts (Customized)
How To Video: Reassigning Accounts from Tagged Accounts - Manager Access
Monarch - Tagging Accounts and Contacts
Monarch - Account Profile Data Cards
Monarch - Account Profile Page Overview
Monarch - Editing the Priority on an Account
Monarch - Import Accounts
Monarch - How to Share Accounts - Manager Access
Monarch - Submitting Lead Accounts (Customized)
Monarch - Digital Account Manager Workflow - AE Perspective - (Customized)
Monarch - Digital Account Manager Workflow - AM Perspective - (Customized)
Monarch - Adding New Prospect Account - Account Executive