Creating an Account Resourcing Records

You can create an account resourcing record from the Account Resourcing tab.

To create an Account Resourcing record:

1. Navigate to the Account Resourcing tab.
2. Click New.

3. Select the account for which you want to create an account resourcing record.

4. Select the role to be associated with the record and help in auto-allocation.

5. [Optional] Select a region to be associated with the record and help in auto-allocation.

6. Click Save to save your new account resourcing record or Save & New to save your new account resourcing record and create another one.