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