Client Service Team - Bulk Uploading
To bulk upload Client Service Teams:
- Download an Accounts report.
- In the column labeled customer_service_team, make any necessary changes.
Note: There can only be five employees per CST. Learn more about CSTs here.
- Save the Excel file.
- Send the Excel file to your Liscio contact in Liscio Corp, or email the file to support@liscio.me.
- The Liscio Support team will make the requested changes.
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