Update Sales Rep for Multiple Accounts
J
Jeff Nairn
Wondering if there can be an option to change sales rep in bulk. Specifically something that would allow you to change the sales rep for all customers in one transaction.
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Mike Macquisten
This is a very good suggestion. What happens when someone leaves an organization and their role / territory gets filled by a new sales rep. Would want to assign that new role to all the prior reps accounts
Mike Macquisten
This is a very good suggestion. What happens when someone leaves an organization and their role / territory gets filled by a new sales rep. Would want to assign that new role to all the prior reps accounts