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Prevailing Rel Mgrs
Prevailing relationship managers show the current staff ownership of vendor relationships. This is useful for escalation, coverage review, and account ownership checks.
Concepts
| Field | Meaning |
|---|---|
| Vendor | The vendor whose relationship ownership is being reviewed. |
| Relationship Manager | The staff member currently assigned to the vendor. |
| Effective Date | The date from which the assignment applies. |
| Status | Whether the assignment is active or historical. |
How To Review Relationship Ownership
- Open VRM -> Records -> Prevailing Rel Mgrs.
- Search for the vendor or staff member.
- Review the active relationship manager assignment.
- Use the result to route follow-up, cases, or relationship activity.
Screenshot: Prevailing Relationship Managers list view
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