Bulk Rep Change: Difference between revisions
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Created page with "This facility allows you to change the customers Account Manager in bulk. Simply fill a CSV or Text file up with lines of Customer ID's, and then select the appropriate sales..." |
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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 | 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 
.