Tips on Account Ownership
- 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.