To Bulk Assign a Relationship Manager:
- Open the CRM App.
- Select the Person records which you are assigning the Relationship Manager to.
- Click on Bulk Assign.
- Select Relationship Manager
- Select either Assign to all or Assign to selected.
- Select the Relationship Manager from the drop down.
You can choose to only update records which currently do not have a Relationship Manager assigned or to also overwrite existing Relationship Manager on the selected records.
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