Account Managers

[AaronB]

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....

[JessicaSmith · Accepted solution]

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!

[PamDuffy-PCG]

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! 

[MirandaMel]

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?