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Topics#Data ManagementPergunta de Sean McElvy
Sean McElvy perguntou em #Data Management
2 de nov. de 2011, 15:51

Can I Mass Change an account type

I have 3000 accounts most of wich were imported as Customers and should have been prospects.  Is there a way to mass change all of these to Prospects so I can manually change back the 100-200 that are customers, rather than changingall all of them...
2 respostas
  1. Cory Belcher
    2 de nov. de 2011, 16:15
    In Profesional the best way I have found is to export the accounts back out (using a report) -- include the fields you want to update and the Account ID. This will make an Exel file... change the field you need, save as a CSV -- and re-upload (your name, setup, data management, import accounts/contacts) overwritting the field that contained the error.
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