Create an Account Manager

This article explains the purpose of account managers and how to create them in the Content Catalyst platform

What are account managers?

Account managers are the key sales contacts for accounts. Their contact information is shown on report marketing pages, and wherever a Contact account manager box is set up to show (e.g. homepage, search page).

This helps users contact the correct member of your sales department easily and efficiently. Each Contact account manager box supplies the account manager’s information, and a button to Contact now.

When clicked, this prompts a user to fill in their message in a popup and send it directly to the account manager’s email.

Creating an account manager

You can create an account manager and assign it to their account. This is useful as it provides users within this account with a point of contact. 

Head to the admin area and go to Accounts > Account Managers 

You will be presented with a list of all your current account managers.

Add a new Account Manager

1. Select Add a new Account Manager.

2. Complete the relevant details and select Continue.

3. To make an existing user an account manager, click Select an account manager from admin users.  

4. Click Continue. The account manager has now been created. They will be automatically assigned to the account it was set up to. To change this, click the pen icon and click Move user. Select the account you wish to move them to, then Continue > Save.