Did you get new customers and want to assign them to an account manager? New to update existing customers info? Here's how you do it.
Assign a new customer to a new account manager and workflow
So you've got a new customer and you need to assign them a workflow and an account manager in Peakflo? We've got you covered!
On the 'Customers' page under Accounts Receivable, you'll see a blue button that says + Add New. Here, you'll be able to choose which account manager will be responsible for the customer and which workflow they should be added to.
Editing existing customers
To make changes to existing customers, simply select the customer, click the 'Details' tab, and modify the sections you wish to change.
To find the customer ID, check out this link.
Input your customer ID into the sheet and upload!
Bulk assign customers to one account manager
To assign your customers to a specific account manager in one fell swoop, it's easy!
First, go to the Settings Tab and select Update Customer Attributes in Bulk.
Tick the box at the top left, and the "Change account owner" option will appear.
Then choose the contact whom you'd like to assign as the account owner.
Mass assign multiple account managers to customers
If you'd like to assign different account managers across hundreds or even thousands of clients, the steps will be different (but just as simple!)
Go to the Settings Tab, then click Mass Account Managers Assign.
You will need to prepare an excel sheet with the emails of your Account Managers and the customer IDs:
- email: Please specify an email of an existing Peakflo user which will be an account manager.
- customer ID: customer ID used in your accounting system. If your accounting system doesn't allow to export of customer ids, we can do this export for you after the sync is finished.
🔍 To find the customer ID, check out this link.
🔽 Download the template here.
Click on Upload Mass Account Managers File to upload the excel sheet.
Now, all you have to do is wait for a couple of minutes - or even seconds - while Peakflo syncs your data in one go 🔃