Account Manager Records
Added with the Odwalla Plugin, Account Manager records are part of the sales hierarchy for customers.
- Sales Hierarchy Breakdown:
How to Create a New Account Manager
- Go to Records > Customers > Sales Hierarchy > Account Managers.
- Click New.
- Specify a number by either selecting a provided number or entering a new one.
- Enter the Name.
- Click Save.
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.
This panel shows any reports related to Account Manager records. For more information, see Reports Panel.