Admin > Account Manager > + Account Manager
The Account Manager Entry Screen in TEAMS is used to create or update staff records for those managing agents, applications, and enrolments. It helps you maintain accurate staff records and ensures each account manager is correctly linked to the marketing and admissions functions they oversee across campuses.
This screen centralises all information related to account managers, making it easy to track who is responsible for each relationship or process.
Fields and their Explanations
| Field Name | Explanation |
|---|---|
| Account Manager Code | A unique identifier for the account manager (e.g., AM123). This is a mandatory field. |
| Account Manager Name | Full name of the staff member. This is a mandatory field. |
| Account Manager link to all Campuses | Select this option to assign the account manager to all campuses. |
| Campus | Choose a specific campus if the account manager is assigned to one location only. |
| User | Link this account manager to a TEAMS user profile to enable permissions and activity tracking. |
| Active | Tick this box to activate the record. Only active account managers will appear in listings and filters. |