...
...
...
...
...
...
...
...
Introduction
The top 2 main two primary metrics in Retail the retail industry are Sales and Portfolio Management. Currently, and currently we don’t have lack a way mechanism to define somebody’s portfolio so that s/he can perform the aftersales an individual's portfolio, which would enable them to perform after-sales actions such as convincing persuading customers to pay make payments and earn a portfolio bonus (in other words, keeping the maintaining a healthy portfolio healthy), etc.
This is where To address this issue, we have decided to introduce an account manager for customers' Account Manager for customer accounts.
An account manager is any a user that designated by the OpCo decides to set as an account manager for the specific account (customer account)to manage a specific customer account.
Regarding the permissions, the Account Manager should have the Sales permission group.
Anyone who doesn’t have the Sales permission group should not be added as an Account Manager.
Description
On the customer’s customer's account landing page, we can find the account manager on the “Other” Account Manager listed in the "Other" section on the left - side of the page, where we get to see the customer’s account’s details.
Acceptance Criteria
...
An account manager is any user that the OpCo decides to set as an account manager for the specific account (customer account)
The account manager can be set on the customer account level, not on the sale order level and not on the contract level
...
What do we mean by customer account? It can be
A
PAYG accountorAn
Upfront account
PHASE 1: The account manager should have the Sales permission group
...
can view the details of the customer's account.
...