Specifying Account Managers

An organization can specify a company's primary account manager in the top area of the Companies form (the Account Manager field).

However, there are often many employees who work with a company on a regular basis. You can specify these additional employees on the Details tab's Account Managers sub-tab.

Follow these steps to add an employee who works with a company to the Companies record:

1. Open the Companies record.
2. Click the Details tab.
3. Click the Account Managers sub-tab.
4. Click the New icon to open a new Account Managers record.
5. Enter an employee in the Account Manager field. 
   • This field links to the Employees service.
     
     
6. Enter the employee's job function when working with this company in the Function field.
   • This field links to the Account Manager Functions service. See About the Account Manager Functions Form.
     
     
7. Enter the date on which the employee started working on the company's account in the Start Date field.
8. If the employee is no longer involved with the company's account or no longer works at the organization, enter the date on which the relationship ended in the End Date field.
   
   
   
   
9. Click the Comments tab and enter any additional information, as necessary. 
10. Click OK to save the information and close the record.
11. Save the Companies record.