Introduction

The two primary metrics in the retail industry are Sales and Portfolio Management. Currently, we lack a mechanism to define an individual's portfolio, which would enable them to perform after-sales actions such as persuading customers to make payments and earn a portfolio bonus (in other words, maintaining a healthy portfolio).

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Anyone who doesn’t have the Sales permission group should not be added as an Account Manager.

Description

On the customer's account landing page, we can find the Account Manager listed in the "Other" section on the left side of the page, where we can view the details of the customer's account.

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**Yet to be added**

• Bulk Account Manager add

• Individual Account Manager editing