---
schema_version: "1"
id: 46a18578138e07657414ff1d698a8a1989d5d9ab081216bc9cb1093ba5193768
title: Add Customer Managers
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_add_customer_manager.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_customer_manager.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e9f8024b0869718b098a88366c3f0e064be787bd0f8678e48388ec434fb08f35
description: Customer Manager stores information about users who plan visits for an account.
products:
  - Consumer Goods
release: "264"
---
# Add Customer Managers

Customer Manager stores information about users who plan visits for an account.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d7699e64">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7699e64 ">To create customer conditions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7699e64 ">
              <p>CGCloud Sales User</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Sales User AND CGCloud Retail User </p>
            </td>

          </tr>
        </tbody>
      </table>

1. From App Launcher, find and select **Customers**.
2. Select a customer.
3. In the Customer Manager related list, click **New**.
4. Enter a customer name.
5. Select a management type:
    
    - Sales
    - Service
    - Consultant
    - Call Center
6. Select a user.
7. Activate the customer.
8. Select the customer as the main customer.
9. Enter the validity period for the relationship, and then save your changes.