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This topic contains 1 reply, has 0 voices, and was last updated by amonid 12 years, 4 months ago.

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  • July 13, 2012 at 8:20 am #9393

    amonid

    I am attempting to do a mass upload/CSV Import on customers, however, I can’t import more than one sales rep to an account. I need to add two reps onto an account for team selling. Does anyone know how I can go about doing this?
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  • July 13, 2012 at 8:23 am #9394

    amonid

    Never mind. I have figured it out. For future reference, Relationship > Customers Only > Update > Customer Sales Team > + (adds additional customer sales team option) > Allows you to add rep plus adjustment rep so there is no over-allocation!

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