What is the Customer Account Manager Role?
The Customer Account Manager is a newly introduced role type that appears on the Load Details page and Customer Profile page, alongside existing roles like Load Planner, Customer Service Rep, and Sales Manager. This role helps streamline operations by automatically assigning account managers to loads based on their assignment in a Customer Profile.
Why is this Important?
This role fulfills a specific need for certain tenants who require additional role types to properly track payroll and maintain clear accountability across their teams.
How Does It Work?
The Customer Account Manager role integrates seamlessly into existing workflows and operates similarly to other roles on loads and customer profiles. Here’s how you can utilize it:
Assigning an Account Manager on a Customer Profile
Navigate to a Customer Profile.
Select Account Manager from the role options.
Assign a user to the role and save your changes.
When creating a load for a customer with an assigned Account Manager, the designated user will automatically be added as the Account Manager on the Load Details page.
If needed, the assigned Account Manager can be edited on a load-by-load basis for additional flexibility