# Account Manager

_Applications › Market_

![Account Manager](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/61d64ae62037edc7b47a16bec376a671.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A90.03%2C%22y%22%3A4.86%2C%22w%22%3A5.11%2C%22h%22%3A4.55%2C%22label%22%3A%224%20%20New%22%7D%5D%7D)
*Account Manager*

![New](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/57819d6126d7faa060ca8e37e8efe3a5.png)

## 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

1. Open **Applications > Market > Account Manager** to display the account manager list.

2. **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.

3. **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.

4. **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.

5. **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.

6. **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.

1. Open **Applications > Market > Account Manager**.
2. In **Search**, enter `Ahmed`.
3. Review the matching account manager entry or entries.
4. If additional narrowing is required, select **Apply filter**, set the available criteria, and select **Ok**.
5. Select **Export** to export the filtered list for the review.
6. 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

- **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**.

## Related pages

- [Principals](doc:principals-guide)
- [Sub Suppliers](doc:market-sub-suppliers-view)
- [Market — Learning Path](doc:workflows-market)
- [Market — Overview](doc:market-overview)
- [Getting Started with Market](doc:market-getting-started)
- [All](doc:market-all-view)