1. Navigate to Lists > Mass Update > Mass updates
2. Select Sales Force Automation > Remove Sales Team Member
3. In the Remove Team Member field select the name of the Sales Rep that needs to be removed
4. Criteria tab > Filter column > set the necessary filters
Example:
- Filter: Name/ID
- In the pop up box Name/ID select "contains" from the drop down
- In the box beside the drop down, enter the name of the customer
- Click Set
5. Click Preview
6. Click Perform Update
Actual Result: Your mass update is complete, and has been successfully performed on 0 records.
Expected Result: Mass update is successful.
To ensure that mass update is successful, the Sales Team Member that should be removed must have a 0% contribution. To verify the contribution perform the following steps:
1. Navigate to Lists > Relationships > Customers
2. View an existing customer
3. Click Sales Tab > Sales Team Subtab > Contribution % column
Setting the Contribution % to zero can either be done manually or by CSV import.
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