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Remove Sales Rep and Increase Contribution of other sales Rep on Customer record

edited May 17, 2022 8:43PM in Ask A Guru 3 comments

Hello NS Gurus,

I am trying to perform an action of removing a sales rep on customer record.

Currently on some customers we have 2 sales rep assigned with contribution factor of 75/25, 50/50 with one sales rep as primary.

We want to remove the non primary one and make the contribution as 100 for other sales rep.

For example: Customer 1,

sales Rep 1, Primary: yes, Role: Sales Rep, Contribution 75

sales Rep 2, Primary: No, Role: Sales Manager, Contribution 25.

We want to remove sales rep 2 and make sales rep only sales rep on customer and contribution 100.

How can we do it as mass updates as we have around 480 such customers record?

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