Document number: 11486

 

The business process for adding an account team is as follows:

1. The General Manager or Country Manager identifies the customers in the region that will have an account team.
   
   Note: The account-planning functionality is available for all customer accounts in C1 and is encouraged for all accounts.
   
   
2. The local power users set up customers with an account owner, typically the Account Executive.
   
   
3. Account Executives ensure that the remainder of the account team is added to the Customer Record.
   
   
   
   
   

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2002 All rights reserved.
Created: amq 07/26/2002
Reviewed: 09/22/2004