Importing Sales Rep Assignments

Import Sales Reps to your Customers or Accounts using the below columns.

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:

Customer CSV Import Column Header: sales_rep_emails

Sample file below:

Account CSV Import Column Header: account_sales_rep_emails

Sample File Below




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