Bulk Rep Change

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Revision as of 17:41, 7 February 2021 by 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...")

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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".

Retrieved from ‘https://wiki.genisys-systems.co.uk/index.php?title=Bulk_Rep_Change&oldid=380’