In the following video you will be showed how to add, update or remove an agent from your customers in bulk mode.
- Go to your customer list
- Use filters to finde the customers you want to update ie. per country, customer group or current agent
- Set checkmarks in the customers you want to update
- Click on the 'Action' button and select 'Bulk update data'
- Select 'Agents'
- Select the agent(s) you either want to:
- Remove from the customers
- Change from current added agent(s) to the selected
- Add as and extra agent(s) to the customers *
- Click update
*If you select option 3 then you need to specify which agent should be the Primary agent of the customer