Account Manager Entry Screen

Admin > Account Manager > Account Manager Entry screen

The Account Manager Entry Screen in TEAMS allows you to create or update staff records responsible for managing agent relationships, applications, and enrolments. This ensures the right team members are linked to specific marketing or admissions functions across campuses.

To create a new account manager, click on the +Account Manager button from the Account Manager Welcome screen. The system will direct you to the Account Manager Entry Screen, where you can input or modify the relevant information associated with the account. Select the appropriate account manager code and name, along with other required details that need to be filled in. It is crucial to enter the correct account manager code and name to avoid any confusion in the future.

After filling in the details of the Account Manager, click on the Save button to save the changes.
Once saved, the new or updated account manager will appear on the Account Manager Welcome Screen, where you can view key metrics (enrolments, applications, agent links), filter data, and manage records.

You can edit or deactivate managers anytime via the Actions column on the Welcome Screen.

Fields and their Explanations

Field Name	Explanation
Account Manager Code	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	Check this option to select this Account Manager for all campuses
Campus	You can select a specific Campus for the Account Manager here
User	Link this account manager to a TEAMS user profile. This allows access and activity tracking.
Active	Tick this box to activate the record. Only active account managers will appear in listings and filters.