Account Manager

Account Manager



This element is useful for displaying the primary contact person that the User will interact with in your organization (equivalent to the Account Owner of the CRM).

This feature pulls in the Zoho CRM record owner’s name, phone, email (from their Zoho CRM User info) and you can manually enter a title in the plugin.
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On the Dashboard Content or Layout area click Add an Element>Account Manager

 

 

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