Difference between revisions of "Bulk Rep Change"
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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 [[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]]. | ||
Revision as of 12:29, 7 October 2021
In this Section
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 
.
