How to Edit an Agent Profile? 

How to Edit an Agent Profile? 

 
ConvertLead > Left-Hand Menu > Agents 

  1. Follow the above-mentioned workflow to land on the Agents screen. 

  1. For an agent profile you want to edit, click the icon. 

 

Figure 103 Three-Dot Icon 

  1. Doing so opens a list of options. 

  1. Click Edit. Doing so opens the Edit Agent window. 

 

Figure 104 Edit 

  1. Here, all the information you added while creating the agent is displayed in an editable view. 

 

Figure 105 Edit Agent 

  1. Once the required changes are made, click the button. This updates the changes you made and closes the Edit Agent window. 

 

Figure 106 Save Button