Aug 30, 2020 11:14 PM
I have a list of Accounts and their associated Verticals I'm hoping to bulk assign without having to create individual workflows.
Essentially I want to import a list which has Account and Vertical, so that when a contact has their Account assigned, the vertical will then auto-assign.
Current list is in Excel form.
Aug 31, 2020 3:12 AM
Not the Contact Owner but within a contaxt we have 2x feilds
1 - Account (In our case the account/s they work across). This is manually added by each contact owner.
2 - Vertical (The vertical or category of the account).
I have a list which aligns each of the possible Accounts to the Vertical. For Example Coca-Cola may be the Account, with Food & Drink being the Vertical.
Hoping there may be a way to import this list so that, as a Contact Owner assigns a Contact an Account, the Vertical is automaticallu updated based on this list
Aug 31, 2020 3:22 AM
If Account is your custom property and you want to assign a other values like veritcals and all these are contact properties then you can create a csv file having a column names like-
Food & Drink
And after creating this CSV and reach to Settings Import settings and complete the import with one object file.
Aug 31, 2020 3:25 AM
And if you referring that these are Company properties then column names will change slightly in place of email we have to comapny domain name as domain is a primary key of company objects like email is a primary key of contacts object.