Account Manager Overview

Account Managers are a way of expressing relationships between people at your organisation and companies with whom you work like customers and suppliers. Internally you may have different people assigned with responsibility for different parts of the customer experience and you can reflect this using Account Managers. For example you could have a Sales Account Manager, a Product Development Manager and a Document Manager.

Account Managers are searchable, for example you can find all companies where a specified User is the Sales Account Manager. Documents and Projects can also interact with Account Managers.