Bulk Rep Change

From Skynet Software Wiki
Revision as of 12:47, 4 November 2021 by Sbenney (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to navigation Jump to search

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.