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Update customer default salesperson

  • March 11, 2024
  • 1 reply
  • 159 views
swittrock
Freshman I
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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

Best answer by dcomerford

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

 

1 reply

dcomerford
Captain II
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  • dcomerford
  • Captain II
  • Answer
  • March 11, 2024

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

 

Dermot Comerford
swittrock
Chris Hackett
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