CloudLink Ideas Portal

Create process for mass updates to Sales Coordinator field

We have frequent turnover in our Sales Coordinator role and so every time one gets promoted to sales rep, or leaves the company, we have to manually to into every deal and reassign it to the new coordinator. It would be very helpful to have a function that would allow us to mass update a list of deals from coordinator A to coordinator B. Thank you.

  • Deborah Styring
  • Aug 22 2019
  • Needs more votes
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