Assign Account Manager
Assign Account Manager
Home >> Settings >> Sales >> Assign Account Manager
In this section, you can assign account manager to one or multiple client.
To access the Assign Account Manager section:
Go to Settings.
Select Assign Account Manager in the Sales section.
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Here, you can search clients by account managers, client or partner.
Choose the required options, and click on Search button.
A list of clients will appear.
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Click on the checkbox to select client from the list that you want to move to another account manager.
A pop up will appear.
See Screenshot
Select an account manager you want to assign to the client.
Click on Move Client.
Now, click on Move All Client as shown in the screenshot below.
Once you move all clients, you may now export them.