The Quick Sales Assignment module allows you to assign sales representatives to third parties in Dolibarr ERP CRM in bulk using an Excel file.

The process is simple: prepare a .xlsx file containing two columns — Customer Code and Sales Representative — then import the file into the module. The assignments are automatically applied without the need for manual updates record by record.

This module is especially useful for bulk updates, data migrations, or sales team reorganizations.

Features

• Import an Excel (.xlsx) file with two columns: Customer Code / Sales Representative
• Automatic matching of third parties using their customer code
• Assign a sales representative to each third party
• Fast bulk processing

Use Cases

• Mass update of sales assignments
• Sales team reorganization
• Importing data from an external system
• Saving time on repetitive tasks

This module integrates easily with Dolibarr ERP CRM and helps improve the reliability and speed of sales assignment management without manual data entry.

Quick Sales Assignment Demonstration

demo/demo