Prerequisites

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

Step 1: Go to System Settings

Click on 'Settings' in the navigation menu, and select 'System Settings'.

Step 2: Search for Setting

Search for "Synchronise Account Manager" in the search bar and hit enter.

You'll then find the "Synchronise Account Managers from Sales Ledgers to Companies" setting and can choose to either disable or enable the sync.

If you enable the setting, Account Managers will be imported through your Inventory Management/Accounting/ERP system and will overwrite the existing Account Managers allocated in Prospect CRM.

Please note: This will happen during nightly maintenance and will override all Account Managers for Companies that have ledgers assigned to them.

Did this answer your question?