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by SiebelGuide
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Author Topic: making mass "account team" changes  (Read 1012 times)
nellison
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« on: July 27, 2009, 11:17:49 AM »

We use the "account team" function in Siebel to specify which accounts each of our sales reps has. When a sales rep leaves the company we have to manually change the "account team" to the new sales rep, which takes a considerable amount of time, usually 500+ accounts.  Is there a way to make a mass update from one account team to a different one?

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sridhar
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« Reply #1 on: July 28, 2009, 10:39:41 AM »

I am assuming these are manually assigned Accounts and second the person replacing the sales rep will have different positions.

If this you case, I dont know if there is any out of the box funtionality since they have been assigned manually which overides Assignment Manager rules.

The only way I can think of is to do some sort of scripting to pass parameter dynamically from the UI and run it as a server job on request. This might not be the best solution but this should work.

Let me know if you find any other better way. Thanks.
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