Turn on suggestions Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Do you mean 
Community Home Request Access Read Blogs Share Your Ideas Search Community View My Settings

Expand Account Manager field to include teams and departments, and/or multiselect

Status: Comments Requested
by on ‎07-01-2014 01:07 PM

In our business we end up using teams as account management but cannot because of the limitations of the program.

Status: Comments Requested
Comments
by Copper Contributor
on ‎07-31-2014 07:19 AM

Hi Rshort,

 

We don't often come across many companies that set teams or departments as the account manager. Where that's the case, we often utilise the "owner" field instead and configure the security so everyone can still see the account - unless security is actually a requirement.

by Moderator Moderator
on ‎08-01-2014 05:01 PM

Hi Robert,

 

Can you walk me through your existing processes that revolve around the Account Manager so I can get a better understanding of the existing situation? Thanks!

 

~Kevin

by Moderator Moderator
on ‎08-01-2014 05:01 PM
Status changed to: Comments Requested
 

We want to hear your cool ideas for enhancing Saleslogix products and services. So add your own ideas or kudo (vote) on the ideas of others here! Watch the most valuable bubble to the top!

I have an idea! How do I get started?

One
Read our submission guidelines.

Two
Search for your idea. If you don't see it, submit a new one!

Three
Provide feedback on the ideas of others by voting with kudos and adding comments.
For more information about using ideas, read this thread.

Four
Track your ideas and those you like. Once you've posted or kudoed and idea, subscribe to be notified via email of the latest updates to the idea. From within the idea, click "Idea Options" which appears above the idea title and choose, "Subscribe to this idea".

Be sure to check back from time to time to see new ideas and status updates!

Here is a quick list of the recent ideas for speedy browsing!
Labels