Change Account Manager

Use these instructions to change or remove the Account Manager for the Contact.

1. Click on the workflow icon to the right of the Account Manager fields.

   

2. The Add/Change Account Manager workflow will open in a new window; with the current Account Manager populated, if applicable.
3. Enter a new Account Manager name or delete the current name. By clicking on icons to the right of the view field a new window will open to allow you to look up a record.
4. Fields marked in red are required to complete the workflow.
5. Enter notes in the Notes free text field as needed.

6. After making the necessary changes click Confirm to complete the workflow.

   

7. After completing the workflow you are returned to the Summary segment and the changes should be reflected in the Account Manager fields.

8. Verify the Account Manager Changed entry and notes from workflow posted to the journal.