Setting Account Managers

Learn how to set a CRM user as an Account Manager & then how to assign a Company to an Account Manager.

Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago


  • 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 would 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. If you wished to learn about Account Manager Restrictions which are also set here you can check out this guide!

Assigning Records to Account Managers

Now we've set a CRM user as an Account Manager, lets look 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.

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.

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