Mass change of Account Manager

[bfry24]

Is there a way to mass change a group of accounts account manager?  I see how to change the owner, but not the account manager.

[AdamTravers · Accepted solution]

SalesLogix Administrator - Tools - Realign territories

[bfry24]

There are 78 accounts that lists me as the account manager as I did the import in the leads section.  When I select my name under account manager and the new user in the Change category and select Preview, says there are No Accounts to realign.  Also there are a number of accounts under an employee that is no longer with the company and he's id has been removed, but his name still shows up as the account manager.

[bfry24]

These are in the Leads section.

[AdamTravers]

You will need to execute a SQL statement in that case assuming you either have a condition to work with or you want to update all Leads under your name?

Update Leads Set AccountManagerid  = 'enter new userid here' Where AccountManagerid = 'enter your userid here'

I hope this helps.

[Lindsay Brown]

Sorry I'm new to the admin part of sales logix, but I was wondering if there is a reason when you are logged into the admin that the realign territories tool wouldn't show up? Do I need to be logged into the sql server?  Any help would be much appreciated. :-)

[RJSamp]

Are you the actual ADMIN logged into the Administrator, or do you have some of the Administrator functions.....and don't have the Integrity Checker functionality as part of your Admin functions.....

[Lindsay Brown]

I'm guessing I don't have full access to the Administrator (i've never seen the integrity check functionality). I'll see if I can get access to these and post if I have more questins.

Thanks!