Difference between revisions of "Tips on Account Ownership"

From SmartWiki
Jump to: navigation, search
 
Line 2: Line 2:
 
* 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.
 
* 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]].
 
* 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 association feature to associate multiple [[User|users]] and contacts with a single account.
+
* 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.
 
* Specific sales opportunities in an account can be assigned to someone other than the account manager.
  

Revision as of 15:41, 31 October 2007

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 association feature to associate multiple users and contacts with a single account.
  • Specific sales opportunities in an account can be assigned to someone other than the account manager.

Import Account Information

The Import button provides for account specific import functions.

  • Accounts – import sub-accounts.
  • Contacts – import contacts for this account.
  • Activities – import activities or events to this account or to contacts associated with this account.

This feature is only displayed to global or local administrators.