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Sales Rep Assignment

Q: What is the most efficient way to assign my sales reps to their companies? 

The most efficient way to assign sales reps to all of your companies would be using the CSV upload feature in the Sales Rep tab. If the Sales Reps already exist, the CSV file will cross reference the sales rep email, then assign the company that is populated in the last column.
Creation date: 8/5/2020 2:09 PM (andrew.abueg)      Updated: 8/5/2020 2:09 PM ()