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Categories CRM App
Created by Guest
Created on Nov 1, 2022

Account manager goals

As a user I am able to set goals by customer.


The goals by customer should be used to set the goals for account manager, i.e. as an account manager if I have 3 accounts account 1, account 2 and account 3 and the goals for the accounts are account 1 (£10,000), account 2 (£15,000) and account 3 (£20,000) the goal for the account manager that manages these 3 accounts should be £45,000. This allows the user to enter the information once and use/see it at the account manager level.

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