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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?
Existing customers
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1 Ticket
2,762
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