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).

To address this issue, we have decided to introduce an Account Manager for customer accounts.

An account manager is a user designated by the OpCo 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 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.