Share
ReportHello.
We are onboarding a couple ne sale managers . But they are taking over a territories that partially belong to owners that still are here and will remain here with their own accounts. But still need to do a bulk transfer how can I do that with out switching all accounts. Can I import an excel document with the updated owners? if so what is the process of doing this? Again I can not simply switch user to user bul transfer but bulk account transfer to a new owner.
Categories:
I have the same question (0)
All responses (
Answers (
70
