How can I bulk update Account Managers in my account

Question

How can I bulk update Account Managers in my account?

Answer

Step 1: Navigate to MenuCompanies

step_1.png

Step 2: Select the Companies you wish to update the Account managers > click 'Actions' > click 'Set Account Manager'

step_2.png

 

Step 3: Choose the Account Manager > it will automatically update all the selected companies with the new Account Manager

step_3.png

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