Adding an account manager to a Company/Property

Setting Up Account Managers

Account Managers can be assigned to Companies and Properties within your system. Much of the FCS System filters/Searches by account manager such as; Contacts, Opportunities, Dispatches, Searches, etc.

To set an Account manager you need to navigate to the Company or Property level and toggle into Edit mode:

Click "Edit" below the Account Manager text and you can then choose from the list of users in your system that are listed as "Account Managers"

If you do not see a user in the list you need to add them to the Account Manager list which you can do by editing a user account. Navigate to Toolbox > Admin > User Administration > Select Edit next to the User > Choose this option:

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