Sales Rep Assignments Import

Use the full Email address for the sales rep. If multiple sales reps, you may comma-separate.

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NOTE: Sales Reps must be added to your Team > User List before they can be assigned to Customers and/or Accounts:

Customer CSV Import Column Header: sales_rep_emails

Sample file below:

Account CSV Import Column Header: account_sales_rep_emails

Sample File Below

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.