Hi,
Is there any method to update sales rep of each customer from excel file instead of changing one by one?
Thank you for your answer in advance.
Wichet
Maybe not excel, but I am sure the API can do it, however, what if you list all your thirdparties, select those you need to update (maybe perhaps there is a max of 25 at the same time). Then up in the now visible command dropdown you select assign sales representative.
That might work, please report if it does work, I don’t use that function, so I don’t really know.
