Assigning reps in bulk

Modified on Tue, 24 Jan 2023 at 03:05 PM


From the Main Menu

1. Go to Company Ledger.


2. On the lower left-hand side of the screen, click Bulk Update Reps.


3. Select the round number you want to update in bulk.

4. Select the rep you want to assign

5. Click process to save.


6. A small message box will appear confirming that it has been processed successfully.


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