I'm currently using CRM online. I want to connect about 150 accounts to a parent account. Is there a way to make a workflow do this for me or will I just have to do it all manually one by one for each account.
*This post is locked for comments
Alright, thanks for the quick response and help on answering this question.
I wanted to assign connection roles to multiple accounts at once. When you go into a specific account view there is an option to connect it to another account. I have only found that you have to do it manually, if you select multiple accounts at once the connect option doesn't show up. If there is a way to run a workflow for this I haven't found it yet.
Share
Report
All responses (
Answers (
