Go to the Account you would like to assign to one or more sales reps

  1. From the left-hand navigation click on Edit Account
  2. At the top of the editing page is a box listing all of the available reps, check all the reps you would like to grant access to this Account
  3. Scroll down and click Save

After the save the Account will be accessible to all selected reps. Please note that if you unselected a sales rep then their access has been revoked.

Batch Assignment via Excel

If you're an Admin you can export a list of Accounts into Excel and update the Sales Reps column with a comma-delimited list of email addresses of the reps you'd like to assign for each row (Account).

For further instructions on exporting Accounts, please see the related article below.

Batch Assignment during Sales Rep Transition

If you are in the process of disabling a Sales Rep and that user's accounts are to be taken over by a new Sales Rep then you can batch assign Accounts during this transition.

How to do this:

  1. Create the new Sales Rep
  2. Pull up the "old" Sales Rep that you want to Disable
  3. Disable and re-assign accounts: choose Disabled = Yes and Re-Assign Accounts from the dropdowns. Choose the new Sales Rep who should inherit the Accounts.
  4. Save your Changes.

Please note: all Accounts belonging to the now-old Sales Rep have been re-assigned to the new Sales Rep. If you need to pick and choose which Accounts get re-assigned then you will need to use the Excel flow.