Sysco App Support

The Account Manager page provides Sales Representatives with visibility to all of their accounts.

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Selecting the account name will open a flyout window with <b>additional account details</b>.

The flyout includes their scheduled delivery days.

A <b>Notes </b>tab provides space to capture additional details that can be referenced later. The form has a 500-character limit and is stored at the user level (rather than the account level).

Related articles linked below. Click here to view our entire <a href="https://appsupport.buy.buckheadmeat.com/en/">Help Center</a>.

The Account Manager provides Sales Representatives with visibility to all of their accounts in a single location.

Buy Buckhead | Newport Account Manager for Sales Representatives (Internal)

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Buy Buckhead | Newport Account Manager for Sales Representatives (Internal)

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