- \n
- It cannot be edited on the \u201cView My Customers\u201d screen<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
![\"\"](\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/Customer-Account-Show-Account-EX-1.png\")
<\/p>\n- \n
- Can be assigned to manual orders when created (new customers only)\n
- \n
- 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.<\/li>\n<\/ul>\n<\/li>\n
- To enable -> Parameter UseCRM = True<\/li>\n<\/ul>\n
<\/p>\n
![\"\"](\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/CRM_Parameter.png\")
<\/p>\n- \n
- To see which sales\u00a0 are for which account Executive use report \u201cSales by Account Executive.\u201d<\/li>\n<\/ul>\n
Navigation<\/h2>\n
The Account Executive screen can be accessed at Main Menu > Manage My Customers \u00e0 Manage Account Executives.<\/p>\n
![\"\"](\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/Navigation_Account_Exec.png\")
<\/p>\nCreating an Executive<\/h2>\n
Note<\/strong>: The first time you use this feature, you will be prompted to add a new executive or import existing salespeople manually.<\/p>\n
![\"\"](\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/Add_or_Import.png\")
<\/p>\n- \n
- Click\u00a0\u201cADD\u201d in the top-right corner.
\n![\"\"](\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/Add_Click.png\")
<\/li>\n - Enter required fields -> first and last name\n
- \n
- Initials will be auto-populated but can be changed.<\/li>\n
- All following fields are optional.<\/li>\n
- \u201cActive\u201d should be toggled on.
\n![\"\"](\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/Account_Executive_Information.png\")
<\/li>\n<\/ol>\n<\/li>\n - Click “Save” in the top right corner.<\/li>\n
- Executives will now appear in the list on the left.
\n![\"\"](\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/Executive_List.png\")
<\/li>\n<\/ol>\nAssigning a Customer<\/h2>\n
- \n
- Click “Assign” in the top left corner.
\n![\"\"](\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/Assign_Executive.png\")
<\/li>\n - Click executive to work on so they\u2019re highlighted.<\/li>\n
- Search for the customer name or account name.\n
- \n
- Click \u201cUnassigned\u201d to see all customers without an account executive.<\/li>\n
- Searching for the customer or account is also possible
\nNote:<\/strong> You can not press the enter key after typing to search. You are required to press the Magnifying Glass.
\n![\"\"](\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/Assigned_Unassigned_Filter.png\")
<\/li>\n<\/ol>\n<\/li>\n- Toggle the \u201cAssign?\u201d box in the same row as chosen customer<\/li>\n
- Click \u201cASSIGN\u201d in the top-right corner once all customers have chosen.<\/li>\n
- Customers will now appear in “Assigned” category under specific account executive.
\n![\"\"](\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/Assigned_Account_Shows.png\")
<\/li>\n<\/ol>\nNote: <\/strong>Customers must be unassigned before being assigned to another account executive<\/p>\n
- \n
- Toggle the \u201cUnassign?\u201d box in the same row as the chosen customer.<\/li>\n
- Click \u201cUNASSIGN\u201d in the top-right corner once all customers have been chosen.<\/li>\n<\/ol>\n
Deactivate \/ Delete an Executive<\/h2>\n
- \n
- Click executive to be Deactivated to highlight them<\/li>\n
- Then deactivate or delete the executive and resign\n
- \n
- To deactivate and keep a record of the executive, untoggle \u201cActive\u201d at the bottom of the screen.\n
- \n
- A message appears on the screen if the executive was assigned to customers.
\n![\"\"](\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/Bulk_Reassign_Box.png\")
<\/li>\n - Use the dropdown to choose a new executive<\/li>\n
- Click \u201cSAVE\u201d in the top-right corner<\/li>\n
- Executive will now have a red bar in the list on the left.
\n![\"\"](\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/07\/Highlighted_Red_Exec.png\")
<\/li>\n<\/ol>\n<\/li>\n - To Delete the Executive.\n
- \n
- Click \u201cDelete\u201d in the top-right corner to remove the executive from the system.\n
- \n
- If an executive were assigned to customers before removal, a pop-up would appear asking to reassign customers.\n
- \n
- Use the dropdown to select a new executive.<\/li>\n
- Click \u201cDELETE.\u201d<\/li>\n
- The executive is removed from the list on the left.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"
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 \u201cView My Customers\u201d screen Can be assigned to manual orders when created (new customers only)…<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[89],"ht-kb-tag":[],"yoast_head":"\n
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- If an executive were assigned to customers before removal, a pop-up would appear asking to reassign customers.\n
- Click \u201cDelete\u201d in the top-right corner to remove the executive from the system.\n
- A message appears on the screen if the executive was assigned to customers.
- To deactivate and keep a record of the executive, untoggle \u201cActive\u201d at the bottom of the screen.\n
- Click “Assign” in the top left corner.
- Click\u00a0\u201cADD\u201d in the top-right corner.
- To see which sales\u00a0 are for which account Executive use report \u201cSales by Account Executive.\u201d<\/li>\n<\/ul>\n
- Can be assigned to manual orders when created (new customers only)\n