Enhancing Customer Data Import Filtering: Adding Sales Rep Filter Option
Mayesh proposed an enhancement to their current data import process from Setup < Data Import, where customers can only filter by location. They suggested adding an option to filter by a sales representative. This feature would be handy in scenarios where Mayesh needs to update many customer records for a specific sales rep, especially in cases where a representative leaves the company. Currently, without this feature, Mayesh faces the challenge of downloading and sifting through an extensive customer list of over 44,000 entries, making the process cumbersome.
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AdminKarina Hernández
(Admin, Komet Sales)
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