Add an account manager by navigating to Settings/ Add Acct Mgr
Simply fill in the manager details
Manage Account Managers:
Navigating to Settings/ Manage Acct Mgr
Click on the edit button to make changes to their details.
Click on the link in the status column to activate or deactivate staff members who are in charge of sales accounts.
Account managers can then be assigned to various customers.
This allows customer fixed price data to be downloaded using the account manager name as the filter.
An excel file can be exported and imported which contains all of the customers fixed prices that are assigned to a particular account manager
- Use the main menu to navigate to
- Customers/ import/export
- select fixed prices
- enter the account manager name in the Export Customer Fixed Prices
- By Rep Name text box
- Click export