Prerequisites
You'll need CRM Admin rights in order to follow the steps in this article
Setting 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, head to 'Settings' and click on 'Users', or follow this link here.
Step 2: Select a User
Select the 'Show Details' button on the User which you'd like to set as an Account Manager.
Step 3: Edit User Settings
Scroll down and navigate to the 'Account Manager and Territory' area. Select the tick box to make them an Account Manager. To learn about Account Manager Restrictions, which are also set on this screen, check out this guide.
Assigning Records to Account Managers
Now we've set a CRM user as an Account Manager, let'slook at how to assign this Account Manager to a Company.
Step 1: Locate a Company
Search for the Company you're looking to assign an Account Manager to.
Step 2: Assign Account Manager
In the Details page and in the Categorisation tile, simply select an Account Manager from the drop-down list to assign them to this Company.
Please Note: If the Account Manager field is static and not a drop-down, this means you have Account Managers set at Company Group level. Learn more about this here!
By assigning a CRM user as an Account Manager, they'll get access to other insights within the CRM like the Account Manager Dashboard.
If you've got the Unleashed Two Way Sync enabled for Account Managers, then you'll also need to set the User as a Salesperson in Unleashed. If a User isn't showing in the Account Manager drop-down, please check you've completed the required steps in Unleashed. Learn more about Unleashed Sales Persons here!
Follow the steps in this article to set Account Manager restrictions.
Check out this article for how to bulk assign multiple companies to an Account Manager.