Bulk Update Customer's Account Manager

Introduction

This documentation aims to clarify the process of bulk updating customers' account managers by Pulse users.

Acceptance criteria

Only users with the following roles can update customers' account managers:
1. Admin
2. Back Office Management
The account (email address) to be added as an account manager should have a Sales role.
Users should upload the file containing the account information in a CSV file.
The file should include the following columns labeled:
1. account ID
2. account Manager
The users can update the account manager from:
1. "None" to a specific person
2. One person to another
3. One person to “None”:
  1. if the user leaves the cell empty or
  2. if the value is “None”
Since an account manager is an object of the account (regardless of the billing type upfront, subscription, or HPA), a customer with 5 accounts can have 5 account managers following up with him/her.
You cannot assign an OpCo user as an account manager to a different OpCo.

Let's see how this process works with the help of the screenshots below:

For this example, let’s use a customer from DRC whom we will set up an Account Manager for.

First, you need to create a file that contains the required details and save it as a CSV file as shown below:

As you can see, we will set the account manager for that particular customer’s account.

Next, we head over to Pulse to upload the saved file.

Next, we shall upload the saved CSV file on Pulse.