Changes

Jump to: navigation, search

Tips on Account Ownership

42 bytes removed, 18:41, 18 June 2013
no edit summary
* 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.
* '''Activities''' – import activities or events to this account or to contacts associated with this account.
This feature is only displayed to [[Global Administrator|global]] {{GUA}}s or [[Local Administrator|local administrators]]{{LUA}}s.
[[Category:System Management]]
8,849
edits

Navigation menu