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 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 User Administrators or Local User Administrators.