View source for Tips on Account Ownership

If you intend to use [[SmartSimple]] for [[Sales Tracking]] or '''Account Management''', then the following ownership tips are important:
* Each account can have a single owner but each sub-account (division, business unit or branch) in the same organisation, can have a different owner.
* If different account managers are looking after different parts of the same organisation, you can easily reflect this structure in [[SmartSimple]].
* You can also use the [[Associations|association]] feature to associate multiple [[User|users]] and contacts with a single account.
* Specific sales opportunities in an account can be assigned to someone other than the account manager.