Sales Rep Assignments Import
Import Sales Reps to your Customers or Accounts using the below columns.
How to update a Contact's Sales Rep in Bulk
Use the full Email address for the sales rep. If multiple sales reps, you may comma-separate.
NOTE: Sales Reps must be added to your Team > User List before they can be assigned to Customers and/or Accounts:
Contact CSV Import Column Header: sales_rep_emails
sales_rep_emailsSample file below:
| sales_rep_emails | |
|---|---|
| [email protected] | [email protected],[email protected] |
Account CSV Import Column Header: account_sales_rep_emails
account_sales_rep_emailsSample File Below
| account_id | account_sales_rep_emails |
|---|---|
| 22 | [email protected],[email protected] |
Remove Sales Reps Assignments via CSV
To remove sales reps from Accounts, leave the accounts_sales_rep_emails field blank. Import using the "Replace" import behavior.
| account_id | account_sales_rep_emails |
|---|---|
| 22 |
Account's Sales Rep can be changed through Bulk Actions > Update Sales Reps in the Accounts list.
Updated 11 days ago