CSE Account Assignment Tool
Canada · UK · Australia
Greedy tier-group equalisation
Exports to Excel
Upload the All Accounts file (reads the pivot for starting counts + User ID map) and the Accounts Transitioning file. Accounts are greedy-assigned within each tier group to equalise rep loads.
📋
All Accounts *
Click to upload Excel (.xlsx / .xls)
📤
Accounts Transitioning *
Click to upload Excel (.xlsx / .xls)
Select a region, upload both files, then click Process & Assign.
⚙ Salesforce Configuration
👤 Rep User IDs
Enter each rep's 18-character Salesforce User ID once — saved in your browser. These populate the 18 Char User ID column in the exported file without needing the All Accounts upload.