Monday, September 24, 2018

Mass Update: Remove Sales Team Member: Your mass update is complete, and has been successfully performed on 0 records.

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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