You can assign Salespeople to accounts individually or in bulk.
Individual accounts
There are two ways to assign Salespeople to an account:
1. Navigate to Partner Center > Accounts > Manage Accounts > Click the 3 dots next to the desired account > Select 'Assign Salesperson' > Select a Salesperson > Save.
Alternatively:
- Go to Partner Center > Accounts > Manage Accounts.
- Click the name of the account you want to assign salespeople to.
- Click "Edit" in the upper right corner of the screen.
- Go to the “Administration” section.
- Select the Primary Salesperson from the dropdown menu.
- To assign additional salespeople to the account, click + Add Additional Salespeople.
- You can assign up to five additional salespeople.
- Click Save.
- Watch the video of these steps here.
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.
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.