How can I add an Account Manager to my Business Partner?
- You can add an Account Manager in the second step of creating a new Business Partner as you are defining the relationship with this client.
- If you wish to add an Account Manager who is not on the list, in the Settings tab at the beginning of the page you will see an option on the left side of the page as you switch to the Settings tab. Add just full name and email. You can deactivate or delete existing Account Manager...