Assign salespeople to accounts

You can assign salespeople to accounts individually or in bulk.

Individual accounts

Multiple accounts

New accounts

Existing accounts

Individual accounts

To assign salespeople to an account:

1. Go to Partner Center > Businesses > Accounts.
2. Click the name of the account you want to assign salespeople to.

   

3. Click the Edit icon  in the upper right corner of the screen.

   

4. Go to the “Administration” section.
5. Select the Primary Salesperson from the dropdown menu.
6. To assign additional salespeople to the account, click + Add Additional Salespeople.
   • You can assign up to 5 additional salespeople.

   

7. Click Save.

Assign salespeople

Multiple accounts

New accounts

To assign salespeople to new accounts:

• Include the salespeople’s email addresses in the SalesPersonEmail column when you import the new accounts into the platform.

  

Once the import is complete, your salespeople can view the accounts in Sales & Success Center > Accounts.

Existing accounts

To assign salespeople to existing accounts:

• Include the salespeople’s email addresses in the SalesPersonEmail column when you bulk update existing accounts.

  

  • During the “Select Fields” step, make sure to select Salesperson Email.

  

Once the import is complete, your salespeople will receive notifications that they have been assigned to the accounts. They can view the accounts in Sales & Success Center > Accounts.

Assign salespeople