IC ProjectIC Project Help Center
EN
IC Project
CRM & clients

Management of account managers in the CRM​

The account manager is a person from your company that has been assigned to the given contractor.

1 min read

Important! The contact person is a person from your contractor’s company. There may be one or many contact persons for the given contractor.

See: How to add a contact person to the contractor?

If you wish to add, change or remove an account manager of your contract, go to the CRM and click the selected contractor. In the business card, click   in the Account managers section.

See: How to add a new contractor to the CRM?

Search for the person / persons who will represent your company in the contact with the given contractor. Check them and click . This way you can add an account manager. 

To remove the selected account manager in the list of persons, click the bin symbol   and confirm your decision.

Categories:CRM & clients

See also

How to add a contact person to the contractor?You can do it in two ways.1 min How to add a new contractor to the CRM?To add a contractor, click , then press and complete the data in the window.1 min Calendar view and locations in the CRM​In the calendar available in the CRM module, you can create events to be assigned to the specific contractor. This way, you can...1 min
Find your answer

Enter a phrase to search guide titles and content.