Buildxact

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

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

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

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

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.

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

Assigning account managers to clients

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