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Assigning account managers to clients

This article outlines the steps involved for suppliers/pro-dealers when assigning an account manager to clients.

Kalya Ryan avatar
Written by Kalya Ryan
Updated over 2 years ago

Audience - Suppliers/pro-dealers

Read time - 2 mins

Article contents - 'How to' steps

To assign an account manager to a client/builder follow these steps:

  1. Click on 'Clients' in the left-hand menu.

  2. Select the client who you're assigning an account manager to and click on 'Connection Management'.

  3. Scroll down to Account Manager and click 'Assign user'.

Note: assigned account managers will be notified whenever their clients (builders) share a quote with their customers.

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