{"id":4456,"date":"2026-01-10T05:30:36","date_gmt":"2026-01-10T05:30:36","guid":{"rendered":"https:\/\/profitaa.com\/?post_type=docs&#038;p=4456"},"modified":"2026-01-10T05:30:36","modified_gmt":"2026-01-10T05:30:36","password":"","slug":"crm-account-officers","status":"publish","type":"docs","link":"https:\/\/profitaa.com\/ng\/help\/crm\/crm-account-officers\/","title":{"rendered":"CRM Account Officers"},"content":{"rendered":"<p>In a more broader Customers operations, some companies organise their Business Development teams to handle certain Customers\u2019 portfolio (accounts). That is where Account Officers comes in.<\/p>\n<p>&nbsp;<\/p>\n<p>The Account Officers page is an information page showing all assigned Account Officers (users whose roles is labeled \u2018Account Officer\u2019) and the Portfolio (Customers) they manage. To assign an Account Officer to an Customer, simply open the customer account, then on the field of \u201cAccount Officer\u201d, find\/select the system user.<\/p>\n<p>&nbsp;<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-31576\" src=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-27-172238-210-example.png\" sizes=\"(max-width: 631px) 100vw, 631px\" srcset=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-27-172238-210-example.png 631w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-27-172238-210-example-300x282.png 300w\" alt=\"\" width=\"631\" height=\"593\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Account Officers have their own dashboard where they login to manage their portfolios (accounts), follow up on transactions, overdues and interact with Customers and record those activities.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In a more broader Customers operations, some companies organise their Business Development teams to handle certain Customers\u2019 portfolio (accounts). That is where Account Officers comes in. &nbsp; The Account Officers page is an information page showing all assigned Account Officers (users whose roles is labeled \u2018Account Officer\u2019) and the Portfolio (Customers) they manage. To assign [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[65],"doc_tag":[],"class_list":["post-4456","docs","type-docs","status-publish","hentry","doc_category-crm"],"year_month":"2026-10","word_count":107,"total_views":"9","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Profitaa","author_nicename":"profitaa","author_url":"https:\/\/profitaa.com\/ng\/author\/profitaa\/"},"doc_category_info":[{"term_name":"CRM","term_url":"https:\/\/profitaa.com\/ng\/docs-category\/crm\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CRM Account Officers - Profitaa<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/profitaa.com\/help\/crm\/crm-account-officers\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM Account Officers - Profitaa\" \/>\n<meta property=\"og:description\" content=\"In a more broader Customers operations, some companies organise their Business Development teams to handle certain Customers\u2019 portfolio (accounts). That is where Account Officers comes in. &nbsp; The Account Officers page is an information page showing all assigned Account Officers (users whose roles is labeled \u2018Account Officer\u2019) and the Portfolio (Customers) they manage. 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