Applications › Market
Overview
Use Account Manager to locate and work with account manager entries in the Market application. Sales representatives and sales managers can search the list, apply filters, export the displayed results, and start a new entry when required. Use this workspace when reviewing assigned account managers or preparing account-management data for reporting.
Workflow
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Open Applications > Market > Account Manager to display the account manager list.
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Need to find an existing entry? Enter a name or other available text in Search to narrow the displayed account manager records. Review the resulting list before taking further action.
Tip: Use a specific search term when several account manager records have similar names.
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Need to refine the list further? Select Apply filter to apply filtering criteria. Choose Ok to accept the filter selection, or select Cancel to leave the filter unchanged. Select All when you need to return to the complete list.
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Need to create an entry? Select New to begin a new account manager record. Complete the available record details in the entry view and retain the entry according to the controls provided there.
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Need to include a supporting file? Select Attach, then use Drop a file here to add a file to the current work area.
Note: Attach files only when they support the account manager information being maintained.
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Need a file of the displayed results? First use Search or Apply filter to show the required records, then select Export.
Examples
A sales manager needs a list of account manager entries containing “Ahmed” for a monthly review.
- Open Applications > Market > Account Manager.
- In Search, enter
Ahmed. - Review the matching account manager entry or entries.
- If additional narrowing is required, select Apply filter, set the available criteria, and select Ok.
- Select Export to export the filtered list for the review.
- Select All after the export if you need to resume working with the full account manager list.
Tips
Tip: Apply search and filtering before selecting Export so that the exported result contains only the records needed.
Note: Select Cancel instead of Ok when you decide not to apply the current filter choices.
Warning: Selecting All can broaden the list to include every available account manager entry; review the displayed records before exporting.
Troubleshooting
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Symptom: The required account manager entry is not visible.
Likely cause: A search term or filter is limiting the list.
Fix: Clear or revise Search, or select All to display the complete list. -
Symptom: The list does not reflect the intended filter choices.
Likely cause: The filter was not accepted.
Fix: Select Apply filter, review the criteria, and select Ok. -
Symptom: The export includes too many entries.
Likely cause: The list was exported without narrowing the displayed records.
Fix: Use Search or Apply filter first, then select Export.
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