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Changing Sales Reps

New Member
Posts: 2
Country: USA

Changing Sales Reps

One of our sales representatives has recently been laid off and another representative will be taking all his contacts. I am looking for a way to add the new sales representative's name in place of the old without going through and replacing it one by one. Can this be done? If so, how?

Copper Elite Contributor
Posts: 405
Country: United States

Re: Changing Sales Reps

Grab a bunch of them, either by tagging or using a lookup.

 

Then go to Edit - Replace Field. Select the Sales Rep field and enter the name of the new rep.

 

ACT will warn you that you are updating a lot of records. If you ar enot careful, you may wind up modifying evey record in the database. For that reason, you should make a backup first.

Geoffrey B. Boulden
Twelve/Three Marketing, Inc.
Buffalo, NY
ACT!
SageCRM
GoldMine
SQL Certifications
New Member
Posts: 2
Country: USA

Re: Changing Sales Reps

Awesome, thanks!