Difference between revisions of "Bulk Rep Change"
Jump to navigation
Jump to search
m (added button) |
m |
||
| (2 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
| − | This facility allows you to change the | + | '''In this Section'''<br /> |
| + | This facility allows you to change the customer's Account Manager in bulk. | ||
Simply fill a CSV or Text file up with lines of Customer ID's, and then select the appropriate sales rep from the list on this page and click [[File:Import-csv-file.PNG|alt=Import-csv-file|link=|Import-csv-file]]. | Simply fill a CSV or Text file up with lines of Customer ID's, and then select the appropriate sales rep from the list on this page and click [[File:Import-csv-file.PNG|alt=Import-csv-file|link=|Import-csv-file]]. | ||
Latest revision as of 12:47, 4 November 2021
In this Section
This facility allows you to change the customer's Account Manager in bulk.
Simply fill a CSV or Text file up with lines of Customer ID's, and then select the appropriate sales rep from the list on this page and click 
.
