AlignMix Accounts – Updating Account Data

When designing sales territories you typically have several data sets that you consider for each sales territory. There are times where you will find that you need to update the data that is in your current sales territory design. There are a few ways to run this type of update. If you imported sales account account data with an Account ID then you can easily add or update the account data via the import process. If you did not import sales account data with an Account ID then you will have to first delete your sales accounts and data and then re-import the new data. This video above shows how to update and overwrite data that was imported with an Account ID.

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