In Prospect CRM, you can set whether a business has an Account Manager and who that Account Manager is, at either Company or Company level of the hierarchy. For example, you may have Account Managers that look after an entire business, or Account Managers that look after individual Companies. Therefore, we give you the option to where you set your Account Managers. 

Prerequisites

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

Step 1: Go to Settings Centre

To edit where you set Account Managers, click on the settings drop down, then select System Settings.

Step 2: Navigate to People & Places in Settings

Once within the Settings Centre, navigate to the People & Places page and scroll down until you reach the 'Set Account Managers by Company' configure option.

Step 3: Use Account Manager Drop-Down

In the above example, Account Managers would be set at Company level if the highlighted blue option is selected, but this can easily be changed to Company level using the drop-down.

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