Account Managers are in charge of the management of sales and relationships with particular customers. With Neto, you can manage your prospects and customers, write notes about customers and keep track of sales with reporting.
In this guide we will show you how to setup a Sales user, assign account managers to customers and pull sales figures.
From the Neto dashboard, navigate to Setup & Tools > All settings & tools.
Click on the Add New button or edit a current staff member.
From the Neto dashboard, navigate to Customers > View Customers & prospects and edit a current customer or create a new customer.
You can also create a filter by going back to Customers > View Customers & prospects.
Use the drop down search filter, select your sales user under Account Manager and click Apply Advanced Filter.