Using ContactManager - Account Executive

The Account Executive dialog is accessible both from a Contact's General tab and the ContactManager menu's Set Account Executive menu item.

The Account Executive button in the Contact's General tab allows you to set a single contact's Account Executive. To set multiple contacts to have the same Account Executive, select the applicable contacts in ContactManager's contact list, and select the Set Account Executive menu item from the ContactManager drop-down menu.

The Account Executive dialog allows you to select an Account Executive for a contact. The Account Executive is typically the individual responsible for managing the contact (like a sales representative, mortgage broker, etc.)

Inside this dialog, you can choose to have the Account Executive notified via Messenger or email when the contact posts or views a digital item within their Private Client Site.

The Account Executive can receive these notifications via Messenger by logging into the PortalsXpress application and making sure the ContactManager menu's Send Alerts Via Messenger option is CHECKED. If this option is UNCHECKED, the notifications will be sent to the Account Executive's preferred email address.

Benefits to receiving notifications via Messenger include direct link access to both the Contact and the Digital Item the contact viewed or posted.

This Account Executive dialog also allows you to remove or change the Account Executive.