Adding internal contacts to an account

Internal contacts are employees who are responsible for an account in one way or another. Each internal contact is associated with an account in a specified role, which indicates the relationship of the employee to an account. For example, internal contacts might include salespeople, delinquency officers, and renewal managers.

  1. Select Billing > Manage Account.
  2. Load the account you want.
  3. On the Profile tab, click Add above the Internal Contacts grid.
  4. Specify this information:
    Employee ID
    Specify the employee ID of the internal contact.
    Role
    Specify the role in which the employee is associated with the account.
    Effective Date
    Specify the effective date of the employee's association with the account.
  5. Click Approve.