Difference between revisions of "Bulk Rep Change"

Revision as of 10:12, 22 September 2021

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 rep from the list on this page and click .

Revision as of 17:41, 7 February 2021 (view source) Ncroker (talk \| contribs) (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...")		Revision as of 10:12, 22 September 2021 (view source) Natcroker (talk \| contribs) m (added button) Newer edit →
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	This facility allows you to change the customers Account Manager in bulk.		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 rep from the list on this page and click "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]].