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Mass update - Lead's Subsidrary

edited Jun 2, 2025 2:23PM in CRM 4 comments

Hello Everyone,

I created new subsidiaries in Netsuite and now I want to change the leads subsidiary for the existing leads in the system. What is the step to do it for 40000 leads Also how we can do it for Prospects and customers.

in the mass update there is no function for doing this. and if I do the CSV import (update option) I get the option to define only primary subsidiary, what if the record will be shared by 2 or 3 subsidiaries ?

looking to hear from you.

Regards

Hakam

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