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10-25-2023 09:53 AM
Is there a way to assign account managers to customers/locations? This would be a helpful add to the CRM and would allow for reporting based on account management responsibilities....
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10-25-2023 11:15 AM
You could add a custom field to the customer and/or location page and use that to identify the account manager! Custom fields are available in reporting!
Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions
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10-25-2023 11:15 AM
You could add a custom field to the customer and/or location page and use that to identify the account manager! Custom fields are available in reporting!
Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions
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10-25-2023 12:59 PM
This is what I'd recommend as well, I would suggest making it a dropdown as opposed to a text field. You could also use this as a filter and merge tag in Marketing Pro!
Pam Duffy, Powerhouse Consulting Group
ServiceTitan Certified Coach + ServiceTitan Certified Marketer + Zapier Certified Expert
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10-25-2023 10:04 AM
That's a pretty neat idea and I don't see anywhere that you can do that. We have business units that are assigned to specific coordinators, not sure if that would be useful for you?
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