Prerequisites
You'll need CRM Admin rights to follow the steps in this article.
Set CRM Users as Account Managers
Here's how you set a CRM user as an Account Manager.
Step 1: Open the Users page
In the navigation menu, go to Settings > Users.
Step 2: Select a User
Next to the user you want to make an Account Manager, click on Show Details.
Step 3: Edit User Settings
Scroll down to the 'Account Manager and Territory' area, and select the tick box to make the user an Account Manager. If the user does not have a paid license, ensure the 'Unlicensed' checkbox is ticked to make them an Account Manager despite their licensing status.
You can also enable Account Manager Restriction for the user. For more details, see Scenarios for using Account Manager Restrictions.
đ¤ Tip: How to Bulk Update Account Managers.
Assign Account Managers to a Company
Now that you have set a CRM user as an Account Manager, you can assign this Account Manager to a Company. This allows them access to insights within the CRM, like the Account Manager Dashboard.
Step 1: Locate a Company
Search for the Company you want to assign an Account Manager to.
Step 2: Assign Account Manager
On the Company's Details page, in the Categorisation tile, select an Account Manager from the drop-down list to assign them to this Company.
đ Note: If the Account Manager field is static and not a drop-down, this means you have configured Account Managers to be set at Company Group level. For more details, see Configuring where Account Managers are set.
If you have Unleashed Two Way Sync enabled for Account Managers, you also need to set the User as a Salesperson in Unleashed. If a User isn't showing in the Account Manager drop-down, check that you've completed the required steps in Unleashed. For more details, see Unleashed Sales Persons.
Troubleshooting Account Manager Issues
Resolve 'No Value' issues in Reports
To prevent 'No Value' entries in your reports, ensure the following is set up:
Verify whether the contact related to the sales order is classified as B2C in your CRM.
Check your CRM configuration for handling B2C records. If your CRM does not create B2C-related company records, consider reevaluating the necessity of this restriction based on your reporting needs.
Ensure all relevant contacts have an associated company record to complete the Account Manager chain in the sales ledger.
Verify that the Account Manager field is correctly assigned in the Sales Ledger and Default Company records.
Enable Users in Account Manager dropdowns
This configuration ensures that only authorised users are assignable as account managers.
Navigate to Settings and select Users.
Open the userâs details by selecting Show Details.
In the userâs detail section, under Account Manager and Territory:
Tick the checkbox to mark them as an Account Manager.
If the user does not have a paid license, tick the âUnlicensedâ checkbox to make them assignable regardless of license status.
Save your changes.
The user should now appear in the dropdown for unassigned company records.
Understanding How 'No Value' Occurs
Sales orders may appear under the 'No Value' placeholder in the Account Manager Monthly Sales Report because of one of these reasons:
The sales order belongs to a contact classified as B2C, and the CRM is configured not to create B2C records.
The report tries to trace Account Managers via the chain: Sales Order â Sales Ledger â Default Company â Account Manager. If the contact lacks a corresponding company record due to its B2C classification, this chain breaks, leaving the Account Manager field unresolved.