How can I assign a Vendor Name to a List Import after it has finished importing?

Subject

Applies to: Admin/Branch Manager
Purpose: How to assign vendor name to list import after imported
Location in Ricochet: Configuration > Upload Leads

Description

The instructions in this article require Branch Manager permission or above

This article addresses instructions on how to change or assign a vendor name to a list import after it is imported in Ricochet.

Resolution

To change or assign a Vendor Name to a List Import after it has completed importing, 

- Navigate to Configuration --> Load a List
- Click "View Import History Report"
- Click the blue/white checkbox under the Actions column
- Select the vendor name from the dropdown and click Save

Non-Administrators do not have the access to follow these instructions and should request support from their company admin or open a ticket.