Yes, in STEL Order you can assign an agent to your clients in bulk.
From your profile go to Settings > Import/export > Export to file >Available attributesand selectReference, Legal nameandAgent. ClickExport. An excel file will be downloaded with the complete list of your clients, you must generate an excel file for each of the agents with their respective clients. When you have your clients classified according to agent, you can proceed to update the information, you must go to: Settings > Import/export >Update from file > Type of information > Customers and complete the rest of the fields. In the Additional Informationsection you have the Agent field, you must select at that moment the agent of the file you are going to update, all the customers you have registered in that file will be assigned the agent you have indicated. All the customers you have registered in that file will be assigned the agent you have indicated.
Once you have completed all the information, click on Select a fileand add your listing. When you add it, assign the name to each column and click Update. When performing an update you can upload files with a maximum of 1,000 lines, therefore, if you have a file with more lines you must split the Excel files.
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