Asign Catalogs to All Rep's Accounts

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Having the option of being able to assign as BULK a catalog to all accounts of a specific rep only. For this there should be a filter based on REP so we can choose the desired reps who we need to assign a catalog to all their respective customers.

Luis J. Rodriguez June 24, 2016 03:02

• Official comment

  

  Hello and sorry for the delayed response here.

  You can assign catalogs in bulk to a specific list of Accounts in a CSV file.

  If you add the "Sales Rep" column to the Accounts List View, and then export it to Excel, you can filter out only that rep's Accounts, and easily copy those Account IDs to the catalog assignment CSV file.

  For your reference: How to assign Catalogs to Accounts in bulk and Accounts List and Map Views will guide you how to add the Sales Rep column to the Accounts List and how to create the simple 2 (or 3) column CSV to assign catalogs in bulk.

  I would be happy to get an update if this works for you or if you have further questions.

  Thank you
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  yes

   

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