Step 1: Set User as Account Manager in Admin Tables
Before an Account Manager can be set against a Company, the CRM user must be set as one from within the Admin tables. Once this is done, the user will then appear in the Account Manager drop-down as an option to be selected.
Step 2: Go to the Company
On a Company, select the Account Manager drop-down. This list will display all CRM users who've been marked as an Account Manager from within the Admin tables. Once selected, they'll then be displayed as the Account Manager and can be searched for by using the Report Builder.
