Most businesses will have Account Managers who are the key point of contact for a set number of long-term customers. To ensure these users appear in all the Account Manager drop-downs within the CRM, they first need to be assigned as one.

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article 

Step 1: Go to the Admin Portal

Visit the Admin Portal here, and in the menu on the left-hand side, go to the Users & Roles. From here, select 'Users'. 

Step 2: Select User & Check Permissions

You now need to click on the name of the user you wish to set as an Account Manager. Note: The user must be a 'Licensed User' in the Global Access & Permissions section before you can make them an Account Manager. 

Step 3: Assign as Account Manager

In the Per-Profile Access & Permissions section, tick the box next to 'List this user as an Account Manager'.

This user will now appear in all the Account Manager drop-downs in the CRM.

Did this answer your question?