Filtering

If your source file contains only data for your own territory, leave the exclusively for me setting and click Next at the bottom.

If the file also contains data from other field reps, proceed as follows:

1. At The file contains customers, select for multiple users. A mapping table appears.
2. Under Filtering, select whether the customer data is mapped to the respective field rep by email or by employee number.
   
3. Under Source column, select the column where the email address or the employee number of the field reps is located. You will see a preview on the right for control purposes.
4. Click Next.