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How is it best practice to update the team members associated with an account? — Cloud Customer Connect
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How is it best practice to update the team members associated with an account?

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edited Apr 20, 2023 10:30PM in Sales 1 comment

Summary:

We are currently undergoing a commercial force maintenance process due to a change in the company's strategy. Therefore, it is necessary to start an update process of the Sales accounts. This process involves performing an important operational task, which consists of validating each account and updating the associated members' team for a particular account. Based on this, we have evaluated the following options:

  1. Enter through the Accounts screen and use the action/update button. This option allows us to update 25 accounts simultaneously, but the problem is that any update only applies to the account manager. We also validated through the application composer tool and did not find an available field to add team members.

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