heluri

Yes they are all affiliated within WHMCS. Thank you for directing me to the correct place to post this thread! Great to know its possible and it was also very helpful reading through the other threads to see what other people were having done as well.

Very new to using WHMCS and I'm trying to figure out if I can track an account managers sales (recurring & monthly) as well as new sales via a report? It would also be nice to be able to track cancels that each account manager has. I have account managers assigned to each clients profile but I'm not seeing how to break it down or create the type of report I'm looking for. Can any of you be of assistance?