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 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]].

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 Import-csv-file.