MoversSuite allows a company to establish records for commonly used accounts in its Account Profile module.
Key features of the Account Profile module:
• Create data records for commonly referenced accounts using the Account Profile Management interface. Information on account representatives, national accounts, services, etc. are maintained within this interface
• Base new account profiles on existing ones using the Account Profile Management new account process
• Set account information and other default data, such as assigned coordinators and salesperson, that will automatically populate a new sales lead or order
• Manage a list of account services that will display on each assigned order
• Account Profile tab grants non-managers access to account information and the ability to send emails to contacts, override defined services, and establish a primary contact for the order
• Automatic email notification will be submitted to account contacts when the load or delivery date has changed on orders to which they are assigned
• Save time by creating new profiles based on existing ones
The Account Profile system is comprised of two components:
• Account Profile Management
• Account Profile tab
Account Profile Management