Account Managers

With this feature, you can assign customers to Account Managers in C3. The customer user can see the Account Manager's details under Profile>>Account Manager section. This way, the customer can contact the Account Manager if they need any help.

Create Account Managers by clicking on +Add account manager button and providing details as mentioned below

• Account Manager Id
• First Name
• Last Name
• Email
• Phone Number

Once created, assign customers by clicking on "View Assigned Customers" button available under Actions column