Difference between revisions of "Tips on Account Ownership"
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* 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. | ||
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* '''Activities''' – import activities or events to this account or to contacts associated with this account. | * '''Activities''' – import activities or events to this account or to contacts associated with this account. | ||
| − | This feature is only displayed to | + | This feature is only displayed to {{GUA}}s or {{LUA}}s. |
[[Category:System Management]] | [[Category:System Management]] | ||
Latest revision as of 14:41, 18 June 2013
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.
