When creating a new Customer or editing an existing Customer you have the option to assign an “Account Manager”.
The Account Manager drop down contains all Employees and Vendors and is located in the Customer Details section after Referral Source.
The Customer List and Job List may be filtered by the Account Manager.
The Account Manager may also be the Field Resource for a Job Appointment.
Filed under: Bella Features and Support Tagged: | CRM, Field Service Management, Field Service Software, SAAS, Scheduling Software, Service Software, Web Based Software
