PRO: Account Management - Assigning Accounts
Updated
Assigning Accounts in Account Management
The Account Management page in the Configuration module is where you can manage the assignment of clients to your salespeople.
A list of all the users in your system is shown here regardless of role designation. You can click on any salesperson's name to view a list of their assigned accounts.
Managing Accounts
Selecting the “+ Add New Sales Person” button allows you to create a new user, much like you would from the Configuration > Users page.
When viewing a salesperson’s assigned accounts, you will see each client’s license number, UBI, phone number, and the user that performed the assignment.
You can easily remove an account from a user by clicking the “X Unassign” button, or add a new company to their roster with the “+ New Assignment” button.
Clients can be filtered easily by typing in the name, license number, UBI, phone, or city of an account. Then click the checkbox next to a client to include them. You can check as many or as few as desired, then click “✓ Assign” to complete.
You will then be returned to the salesperson’s managed accounts page to view the new assignments alongside the rest of their designated clients. The user will also see them under Sales > Accounts when “My Accounts” is enabled.
