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Topics#Data ManagementDomanda di Jade Thompson
Jade Thompson (Gunnebo) ha fatto una domanda in #Data Management
16 giu 2020, 04:33

Can you bulk update the client status in an account?

I am trying to update my customers that belong to a certain Segment, to the same client status. 

 

(EG. All Dealer segment accounts, to all have Green client status) 

 

I know I can create a list view of them and update in a quicker view line by line, but this will still take forever. Is there a way to bulk say all accounts with this segment can be changed to this client status at all ? 

 

Thank you! 
12 risposte
  1. Jade Thompson (Gunnebo)
    16 giu 2020, 04:50
    Thank you for that. 

     

    I cannot log into my sandbox either, I have no idea why. Tried finding a solution through here but was unsuccessful. 
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