I've done this in the past but can't for the life of me remember how I did this.
I'm looking for a way to apply a specific contract to all my activated prospects once I apply my new ratings.
So for example, I'd like all my ELCs to be $900k x 3 years instead of taking the contract contained in my ratings but also by avoiding to reset the contracts to 0.
Any help would be appreciated.
Prospect ELCs
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- The Accomplished One / L'Accompli
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- STHS Owner / Propriétaire du STHS
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Re: Prospect ELCs
Hi.
You might be able to do this with Mass Edition. Did you take a look?
You might be able to do this with Mass Edition. Did you take a look?
-SimonT
Forum Administrator / Administrateur du Forum
STHS Owner / Propriètaire du STHS
English Manual - Manuel Français
Forum Administrator / Administrateur du Forum
STHS Owner / Propriètaire du STHS
English Manual - Manuel Français
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- The Accomplished One / L'Accompli
- Posts: 71
- Joined: Thu Aug 06, 2015 9:38 pm
Re: Prospect ELCs
Yeah I was able to export my ratings to CSV and reimport them as a ratings file and then simply just updated contracts via ratings import.