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Webclient Import Leads Function Should allow you to specify the Account Manager

Status: Partially Implemented
by on ‎06-30-2011 01:44 PM

In our organisation we use the leads area quite heavily but importing of leads the function is limited to one or two users so all lists for import can be vetted before import for data integrity. The tool allows you to specify an owner but not an account manager and takes the account manager from the user importing the leads which does not work for our organisation due to the import function being centralised. The added limitation in the leads entity of not being able to realign territories or mass replace data on means that you cannot correct these misallocations of account managers.


It would be really useful (at a minimum) to have the ability to nominate the account manager during the import process function. The best solution would be to have the ability to allocate account managers to individual records in the csv file which you could then map during the import process to account managers in Saleslogix (much the same as the import wizard allows you to do).


Status: Partially Implemented
8.0 will allow for bulk update of account manager.
by Copper Contributor
on ‎08-01-2011 07:26 AM

I agree with this, many companies have an admin/db admin type role where one person does all of the imports for an organisation. Currently there is no way in the front-end web client that allows you to mass change account managers for leads. There is also no way to specify them on import outside of logging in and performing the import as the user that you want to be the account manager.


It would be really useful to many of our web clients to be able to either mass change lead data or specify an account manager on import. Ideally both.

by Moderator Moderator
on ‎08-02-2012 11:16 AM
Status changed to: Partially Implemented
8.0 will allow for bulk update of account manager.

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