Bulk Rep Change: Difference between revisions

Revision as of 10:43, 22 October 2021

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 .

Revision as of 11:29, 7 October 2021 view source Sbenney (talk \| contribs) 913 edits m info added ← Older edit		Revision as of 10:43, 22 October 2021 view source Sbenney (talk \| contribs) 913 edits m spelling corrections Newer edit →
Line 2:		Line 2:


	This facility allows you to change the ~~customers~~ Account Manager in bulk.		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]].