Assign client to sales group

Using my Dolibarr CRM/SRM Modules
1

I would like to know if it is possible to assign a customer to a group of users.
I can assign a customer to sales people individually, but I don’t know if it is possible to assign it to a group and have everyone assigned it at the same time.

Thanks!

2

Hello

Just make a filter (for example on postcode beginning with 5) as in this screen, and click the checkbox on the right of the screen

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you can uncheck some thirdparty in the list, and you will find a new selection menu where you can choose the “Affect tag” action…
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Good continuation

3

Thanks for your answer @pcbleu

I have the problem to assign those customers to a group of employees / salespeople, so that I don’t have to assign the salespeople one by one in each client, but rather that the client can be assigned a group of salespeople and all when they log in have a said assigned customer

4

I was wondering the same why you can’t assign a group to a customer Sales representatives.

You have to add everyone one by one.