Overview and Setup of Account Managers

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.

Setup the Sales User

  1. From the Neto dashboard, navigate to Setup & Tools > All settings & tools.

  2. Click on the Staff User Accounts & Permissions tab and click Staff Users.

  3. Click on the Add New button or edit a current staff member.

  4. Under User Permission Group set the user to Sales User and save changes.

Assign account manager to customer

  1. From the Neto dashboard, navigate to Customers > View Customers & prospects and edit a current customer or create a new customer.

  2. Under User Details set the Account Manager to your newly created sales user.

Create a customer filter

  1. You can also create a filter by going back to Customers > View Customers & prospects.

  2. Use the drop down search filter, select your sales user under Account Manager and click Apply Advanced Filter.

  3. Click the Custom Filters button and click Save Current Filter. Give it a name and you’ll be able to access all your customers next time by going to Customers and selecting your new filter.

Pull Sales Reports

  1. From the Neto dashboard, click on Reports.

  2. Scroll down to Other Reports and select Sales Commission Report.

  3. See a sample report below. You can further filter it by sales manager, customers and more.

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Last Modified: 29/12/2016 Neto Version: 6.6