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batch updates

Last post 04-22-2015 3:33 PM by Method_Audisho. 1 replies.
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  • 04-22-2015 3:03 PM

    batch updates

    I need to know how to do a batch update. we had a sales rep leave our company and i need to transfer all of her assignments to another rep. 

  • 04-22-2015 3:33 PM In reply to

    Re: batch updates

    Answer

    Hi Mike,

    This can be done using the Import / Export tool or you can build a screen that will perform this. Take a look at my first reply in this thread for more details. I hope this helps.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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