Managing Sales Executives in the Platform
Sales Executives go by different names depending on the organization — account executives, account managers, sales reps — but they share a common role: their information needs to appear on projects and in documents. ScopeStack gives you several ways to add and manage them.
Three ways to add Sales Executives
1. Directly on a project
On a project’s Overview screen, the Sales Executive field accepts typed input. As you type, a dropdown appears with matching names from your account’s executive list. Select a match to complete the field, or type a new name if the person isn’t in the list yet.
On this screen: The project Overview tab showing the Sales Executive field. As a user types into the field, a dropdown list appears below it with matching executive names from the account’s list. The user can click a name to select it or continue typing a new name if no match exists.
Names entered this way become available for future selection on other projects. You can enrich a typed-in name with additional contact details by going to Settings > Users & Groups > Sales Executives and editing that record.
Field behavior note: Depending on your account configuration, the Sales Executive field may behave as a dropdown (restricted to existing executives) or as a free-text field (allowing new names to be typed directly). This is controlled via account-level field permissions. Contact your account admin if you need to change the behavior.
2. Via Settings
Navigate to Settings > Users & Groups > Sales Executives to manage the full list of executives on your account.
On this screen: A white card with a “Sales Executives” heading on the left and a green “Add A Sales Executive” button on the right. Below the heading is a “Search Sales Executives” search bar. Two underline-style tabs appear beneath it: “Active” and “Archived,” with the count of records shown next to the active tab label when on that tab. The table has columns for Name (a teal-colored clickable link), Email, Title, and Phone. Rows are striped and selectable via checkboxes. When rows are selected, a bulk action button appears showing the count and a trash-can icon (for the Active tab) or a restore icon (for the Archived tab).
The Sales Executives section uses the updated ScopeStack design system, consistent with the rest of Users & Groups.
To add a new executive: Click Add A Sales Executive and fill in the appropriate information. Click Submit to save. The executive will be available immediately for selection on projects.
To edit an existing executive: Click their name in the list, make your changes, and click Submit.
To delete an executive: Select one or more executives using the checkboxes in the list, then click the trash icon button that appears in the bulk action toolbar.
On this screen: The Add/Edit Sales Executive form rendered in a Rails view. It contains text input fields for Name, Title, Email, and Phone. Required fields are marked with an asterisk. A Submit button saves the record.
3. When adding a new user
When creating a new platform user, you can opt to include them in the Sales Executives list at the same time. This avoids entering the same person’s information twice. See the Users help article for details.
Sales Executive field permissions
Your account can control how the Sales Executive field behaves on the project overview screen:
- Dropdown only: Users must select from the existing list of executives. New names cannot be typed in.
- Free text: Users can type any name, and new entries are added to the list automatically.
These settings are configured at the account level. Reach out to support@scopestack.io if you need help adjusting the field behavior for your account.