In the CRM, you can set whether a business has an Account Manager and who that Account Manager is, at either Company or Company Group 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: System Go to Settings
To edit where you set Account Managers, go to the navigation menu, click on the Settings, then select System Settings.
Step 2: Navigate to People & Places in Settings
Once within the System Settings, navigate to the People & Places page and scroll down until you reach the 'Set Account Managers at Company or Company Group Level' 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 Group level using the drop-down.