Account Executives

Overview

Account Executives have been introduced in version 7.700.

• Let users create an account executive – can be assigned orders and customers.
• Customer records will show the account executive.
  • It cannot be edited on the “View My Customers” screen

• Can be assigned to manual orders when created (new customers only)
  • Existing customers must have an account executive already assigned – will automatically get an account executive from the profile and cannot be changed during the order creation.
• To enable -> Parameter UseCRM = True

 

• To see which sales  are for which account Executive use report “Sales by Account Executive.”

Navigation

The Account Executive screen can be accessed at Main Menu > Manage My Customers à Manage Account Executives.

Creating an Executive

Note: The first time you use this feature, you will be prompted to add a new executive or import existing salespeople manually.

1. Click “ADD” in the top-right corner.
   
2. Enter required fields -> first and last name
   1. Initials will be auto-populated but can be changed.
   2. All following fields are optional.
   3. “Active” should be toggled on.
      
3. Click “Save” in the top right corner.
4. Executives will now appear in the list on the left.
   

Assigning a Customer

1. Click “Assign” in the top left corner.
   
2. Click executive to work on so they’re highlighted.
3. Search for the customer name or account name.
   1. Click “Unassigned” to see all customers without an account executive.
   2. Searching for the customer or account is also possible
      Note: You can not press the enter key after typing to search. You are required to press the Magnifying Glass.
      
4. Toggle the “Assign?” box in the same row as chosen customer
5. Click “ASSIGN” in the top-right corner once all customers have chosen.
6. Customers will now appear in “Assigned” category under specific account executive.
   

Note: Customers must be unassigned before being assigned to another account executive

1. Toggle the “Unassign?” box in the same row as the chosen customer.
2. Click “UNASSIGN” in the top-right corner once all customers have been chosen.

Deactivate / Delete an Executive

1. Click executive to be Deactivated to highlight them
2. Then deactivate or delete the executive and resign
   • To deactivate and keep a record of the executive, untoggle “Active” at the bottom of the screen.
     1. A message appears on the screen if the executive was assigned to customers.
        
     2. Use the dropdown to choose a new executive
     3. Click “SAVE” in the top-right corner
     4. Executive will now have a red bar in the list on the left.
        
   • To Delete the Executive.
     1. Click “Delete” in the top-right corner to remove the executive from the system.
        • If an executive were assigned to customers before removal, a pop-up would appear asking to reassign customers.
          • Use the dropdown to select a new executive.
          • Click “DELETE.”
          • The executive is removed from the list on the left.