How to Set Up a Sales Agents Registration Form

If you're looking to allow sales agents to register or apply for an account, here's what you need to know:

You can enable this either through the B2BKing plugin (which has a built-in integration with B2BKing's registration feature) or through most form plugins, such as WPForms or Gravity Forms.

If you use a form plugin, you need to configure two user meta keys as part of the registration form:

  • salesking_user_choice must have the value agent
  • salesking_group must have the value of an agent group ID (e.g. 1234). To get the group ID, go to SalesKing → Groups and click on a group — the number in the URL is the ID.

For example, here is a guide on how to set up user meta keys with WPForms.

The two fields needed can be configured as "hidden fields."

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