Difference between revisions of "Bulk Rep Change"

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

Revision as of 10:43, 22 October 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 Import-csv-file.