To access this window, click: Customer Relationship management - > Setup - > relationship managers.
The window below opens up:
Creating A Relationship Manager
To create a Relationship Manager, click on the “Add New” button.
The following screen will open up:
On the above screen, select an employee to auto fill the following details.
The following data will be filled.
Fill in the remarks and create.
Select the is locked checkbox to render Relationship Manager as locked and not operational.
Click update to commit the changes into the system.
On successful completion you will get a pop-up message confirming that the operation was successful.
Editing A Relationship Manager
Identify the Relationship Manager to be edited.
Right click and click on the edit icon.
To open up the following screen below.
On the above screen.
Make modifications then click update to commit the changes into the system.
On successful completion you will get a pop-up message confirming that the operation was successful.
