How to assign an account manager for one or more Trust

For more information, please refer to the instructions below:

Navigate to Menu > Trusts

To assign an account manager for a Trust, click on the ‘pencil’ icon in the ‘Account Manager’ column and select any contact from the list. 

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To assign an account manager for multiple trusts, select the trusts to assign to the account manager, click on 'Actions' and select 'Set Account Manager'

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The account manager can see all Trust he/she has been assigned to by selecting My Trust.

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