Document number: 11331

 

The Review Account Plan link is disabled if you're not a member of the Account Team.

If you are not a member of the Account Team for that particular customer, the business process for adding an account team is as follows:

1. The General Manager or Country Manager identifies those customers in the region that will have an account team. (Please note that account-planning functionality is available for all customer accounts in C1 and is encouraged for all accounts.)
   
   
2. The local power users sets up customers with an account owner, typically the Account Executive.
   
   
3. Account Executives are responsible for ensuring the remainder of the account team is added to the Customer Record.
   

 

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: amq 08/03/2001
Revised: amq 06/19/2002