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Setting an Account Manager on a Company
Setting an Account Manager on a Company

This article will outline how to set an Account Manager against a Company.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Step 1: Set User as Account Manager

Before an Account Manager can be set against a Company, the CRM user must be set as one within User Management, click here to manage this. 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. Once selected, they'll then be displayed as the Account Manager and can be searched for by using the Report Builder. 

Please note: Only one Account Manager can be set on a company.

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