Hi - would anyone know why I'm not able to update the salesrep via CSV Import? The field is not listed in the mapping....
i
Isaac M
01/30/2025, 3:46 PM
Does your org have team sales turned on? If so, then it will show up as a sublist item called 'Sales Team' in the csv import mapping screen instead of a field.
j
JC
01/30/2025, 4:29 PM
I'll check that
JC
01/30/2025, 4:32 PM
This?
i
Isaac M
01/30/2025, 4:32 PM
Yeah that's it. Whoever is marked as primary will show up in the main Sales Rep field
j
JC
01/30/2025, 4:48 PM
ok, thank you
JC
01/30/2025, 7:22 PM
so this field does not update the Sales rep field, unfortunately