How to Edit an Agent Profile?
ConvertLead > Left-Hand Menu > Agents
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Follow the above-mentioned workflow to land on the Agents screen.
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For an agent profile you want to edit, click the icon.
Figure 103 Three-Dot Icon
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Doing so opens a list of options.
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Click Edit. Doing so opens the Edit Agent window.
Figure 104 Edit
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Here, all the information you added while creating the agent is displayed in an editable view.
Figure 105 Edit Agent
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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