A functional account group allows you to categorize your customers based on some common element such as geography, product, or channel.
Adding an Account to a Functional Account Group
Getting Here: Click Accounts > search for an account > Account Overview > Account Groups tab
- Select the functional account group(s) to which the customer should belong.
- Click Change Account Group(s). A message displays confirming that the change was saved.
The applicable Customer Support Representatives will have access to the customer's information based on the settings for their user roles.