Circles.png

  until the 2018 eoStar User Forum and Technology Conference (August 13-16)
Click here for details

Account Manager Records

From Wiki-eostar.com
Jump to: navigation, search

Added with the Odwalla Plugin, Account Manager records are part of the sales hierarchy for customers.

How to Create a New Account Manager

Account Manager Record
  1. Go to Records > Customers > Sales Hierarchy > Account Managers.
  2. Click New.
  3. Specify a number by either selecting a provided number or entering a new one.
  4. Enter the Name.
  5. Click Save.

Panels

Customers Panel

This panel lists the customers this account manager is assigned to.

  • Show erased customers - Click this link include erased customers in the grid.
  • Map - Check this box to display the assigned customers' locations in Google maps.
Brokers2.png

Reports Panel

This panel shows any reports related to Account Manager records. For more information, see Reports Panel.