If you'd like to assign all customers to the same agent, you can do this by going to SalesKing -> Settings -> Tools and using the following option:
If you would like to assign specific customers to specific agents - it could be done by importing users / importing user metadata with a 3rd party plugin. You could use a solution such as WP ALL Import for example - we can provide more info on the metadata needed to set users.
I have hundreds of existing customers. It takes forever to assign each to a agent. Is there some sort of bulk import or assignment feature?
Hi there,
Thank you for getting in touch,
If you'd like to assign all customers to the same agent, you can do this by going to SalesKing -> Settings -> Tools and using the following option:
If you would like to assign specific customers to specific agents - it could be done by importing users / importing user metadata with a 3rd party plugin. You could use a solution such as WP ALL Import for example - we can provide more info on the metadata needed to set users.
Kind regards,
Stefan