14 Tickets
2
How can i set it so that when a customer makes an account on my site they are automatically assigned to a sales agent for example the websites admin account will bte the main sales agent how can i make it so when a customer makes an account they are under that agent by default
14 Tickets
2
and how can i move someone that has an account made on my site to be under an agent so i can place an order for them
2,762
I believe you can achieve that as follows:
1. Enable the "assign agent automatically at registration" setting:
2. If you want the agent to be the admin (Rather than a random agent), add this PHP code snippet to your site:
add_filter('salesking_assign_automatically_agent_id', function($agent_id){
return 1;
}, 10, 1);
A PHP snippet can be added to functions.php, or by following our guide here: https://b2bkingplugin.com/docs/how-to-add-a-snippet-php-or-js/
and how can i move someone that has an account made on my site to be under an agent so i can place an order for them
To do that, you can go to the user's profile page on the backend. Then, scroll down to this area and select an agent:
Kind regards,
Stefan