How do I assign an Account Representative?

Q: How do I assign an Account Representative?

To assign an Account Representative: From the Home page, click the Contacts Select the client by clicking the “i” info icon next to a contact Under the Configuration panel, click the Configure (gear) icon, select the Account Representative from the list, and set an Allocation percentage.

Question

Accepted Answer

To assign an Account Representative:

From the Home page, click the Contacts
Select the client by clicking the “i” info icon next to a contact
Under the Configuration panel, click the Configure (gear) icon, select the Account Representative from the list, and set an Allocation percentage.