Admin > Account Manager

Overview

An account Manager typically refers to a professional who is responsible for managing relationships with accounts within the organization.

The Account Manager Welcome screen will show you the list of Active Account Managers against the Total Account Managers for the Campus.

This screen is divided into two sections:

• Filters/Parameters
• Listing Grid

Filters/Parameters

The filters will show you different fields where you can select the data as per your need. Select the Apply button and based on your selection, the system will load the list of Account Managers in the grid. You can also see the Total count and the Active count of the Account Managers.

Select the +Account Manager button to add a new Account Manager to the system.

Listing Grid

In this grid, you can see the list of all Account Managers. You will see columns such as Account Manager Code, Account Manager Name, Campus, Total enrolments, Total Applications (Pending/Cold), Total agents, Active and Actions.

Select here to know more about the Burger Menu

Select here to know more about the Action Column