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Update customer default salesperson

  • 11 March 2024
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swittrock
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Userlevel 2

Is there a way to update the customer’s default salesperson is mass?  

We had a salesperson leave and a replacement hired.  We now need to change many customers’ default salesperson to this new person.  Is there a way to do this in mass without an import scenario?  I tried creating a GI to do it, however I can’t seem to get the Mass Update options to appear.

Thanks!

Scott

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Best answer by dcomerford 11 March 2024, 17:40

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dcomerford
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Userlevel 7
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An import scenario would be best have a look at this post should allow you to do what you want

 

Dermot Comerford

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