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Melissa Monk
As an AR team member, I find the TAM and Epic file review step a bit confusing for users and would love to see an easier way to review these accounts.
  1. More explanation for why the accounts are on the list and what to do with them.
  2. An individual account option for Epic users.
  3. Ultimately, it would be nice to have the different reasons for these accounts being on the list separated with brief instructions explaining why they are on the list and how to decide if they need to be kept, deleted, or merged.
Please like and comment with your ideas!