The following way we can be adding more than one sales rep for an exciting client.
First, we need to know how to prepare a CVS template generally it should have a heading, description, and sample date. For preparing the CVS template heading section we need to analyze the existing customer /client record.
Customer Name, Customer ID, Employee Name, a Sales role, Primary, and the Contribution are the heading section of the template.
- The mandatory field should be notified.
- Here we need to add 2 sales reps to our existing customer record, not as a team.
our CSV sample template like these.
After creating CSV sample template we moved to the CSV import
Setup>Import/export>Import CSV report
After completing our CSV import we can see the change in the customer record.