Is there a way to merge sales people in Sales CQ. If we were to delete a sales person what happens to outstanding call backs or follow-up. Can Tool Kit handle that, we did not see that option.

Hi Bruce,

Changing or merging salespersons cannot be done by the Toolkit, but I'll consider it for a future release.

Hi Bruce,

I don't think that call back and follow up are stored by salesperson in SalesCQ, so all you need to do is changet the salesperson on the Customer or prospect record and re-run the scan. Export/Import is a fast way to "mass change" a field like this.

User IDs (like notes) are assigned to Callbacks in SalesCQ. I don't think Salespersons are active, but I still like the idea of a Salesperson changer/combiner.

Just to let you know that a Salesperson Changer has been added to the list of functions supported by the Toolkit for Adagio. You can change, combine or copy salespersons from Receivables, Order Entry or Invoices. All current and prior versions of Adagio are supported.