Is there a way to update/modify a Group (i.e., Sal...
# crm-sfac
Chris Warton
03/04/2021, 1:19 PMIs there a way to update/modify a Group (i.e., Sales Team) via CSV? We have a large number of Sales Teams and I need to add and delete members often. It would be a huge help if I could do it via CSV (or mass update).
j
Josh Godfrey
03/10/2021, 6:47 PMAre you using the actual Sales Team feature, or did you create an employee group through entity groups?
c
Chris Warton
03/10/2021, 6:48 PMthe actual Sales Team feature
j
Josh Godfrey
03/10/2021, 6:48 PMShort answer, it's possible. Someone on my team figured it out. Let me see if I can find any helpful resources
c
Chris Warton
03/10/2021, 6:49 PMThanks, that would be great
j
Josh Godfrey
03/12/2021, 12:59 PMThanks for your patience on this. My controller was able to make this import work for updating our sales team.
1. Contribution %
2. Employee
3. Sales Role
4. (Repeat for each sales team member)
Josh Godfrey
03/12/2021, 1:01 PMOur sales teams are not very complicated. Also I just realized, we don't actually use the sales teams record itself. But we do assign sales team members and roles to each customer.
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