Linking Sales Reps to Accounts or Customers

📘

NOTE: Sales Reps must be added to your Team > User List before they can be assigned to Accounts:

Adding Sales Reps

Use the full Email address for the sales rep. If multiple sales reps, you may comma-separate.

Account CSV Import Column Header: account_sales_rep_emails

Sample File Below

Export your Accounts to get the IDs

• Go to Accounts > Account List.
• Check the box to the left of Account to select all. And then select all in the center of the green bar.
• Go to Bulk Actions > Export Account Data
• Keep the account_id, account_name (optional for reference) columns, and add a column for account_sales_rep_emails. Delete out all other data.

Import your CSV

❗️

Note: If you keep the address data from the export, and import using "Append" it will duplicate the addresses.

• Use the Accounts importer located between the Advanced Search and Bulk Actions.
• Drag and Drop or upload your file.
• Use the Import Behavior: Append

Remove Sales Reps from Accounts

To remove sales reps from Accounts, leave the accounts_sales_rep_emails field blank. Import using the "Replace" import behavior.