Assigning an Account Manager to Multiple Jobs

To assign a staff member as account manager to multiple jobs:

1. In the Jobs menu, select Jobs > Options > Assign Account Manager.
2. On the Add Staff to Jobs screen, select the staff member from the Account Manager drop-down list.
3. Next.
4. Select the jobs that you wish to assign the staff member to.
5. Save your changes. A message is displayed, confirming that the staff member has been assigned to the selected jobs.

Related tasks

Assigning an account manager to a jobUse these instructions when you need to assign an account manager to a single job

Related Topics