Update Account Manager

This lesson explains how Account Managers can be linked and updated for an application in TEAMS. It shows where the Account Manager is displayed on the Application Dashboard, how the update process works, and what system limitations apply when managing this field.

• Explains where the Account Manager can be viewed and updated from the Application Dashboard under the Details section.
• Describes how the edit icon is used to open the Account Manager update popup.
• Highlights that if no Account Manager was linked when the application was created, the edit icon will not appear until the application is edited and an Account Manager is first assigned.
• Shows how to select an Account Manager from the popup search field or dropdown list and save the update.
• Clarifies that only one Account Manager can be linked to an application at a time.
• Notes that while the Account Manager can be added or updated, it cannot be deleted directly from the application.

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.