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.
To assign an account manager for multiple trusts, select the applicable trusts to assign to the account manager, click on 'Actions' and select 'Set Account Manager'
The account manager can see all Trust they have been assigned to, by selecting My Trust.