Hello Sonia,

You can use export and then import to quickly change the Salesperson.

Customers can be exported by: Customer number, Billing Cycle, Account set or Report Group.

You do not have to export all of the fields; just export and import the fields that you need.

For example, if you are not adding new customers, and all the customers in the import file are going to have the same salesperson, you need only create a file with the Customer numbers in it.

Once you have exported your customer list, create a new import template with the Customer number as the selected field. The new Salesperson code can be set on the Field Defaults page.