How to Create a New Agent Profile? 

How to Create a New Agent Profile? 

ConvertLead > Left-Hand Menu > Agents 

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

  1. To create a new agent, click the button next to the search field on the top-right corner of the screen. 


  1. Doing so opens the Create Agent window. 

  1. Enter the name of the agent in the Name field. 


Figure 95 Name 

  1. Enter the email address with which you want the agent to be registered using the Email Address field. 


Figure 96 Email Address 

  1. Enter the contact number of the agent in the Phone Number field. 


Figure 97 Phone Number 

  1. Create a password for the agent to login in the Password field. 


Figure 98 Password 

  1. Select the company you want the agent to assign to using the Company dropdown. 


Figure 99 Company Dropdown 

  1. Enter the password again for confirmation using the Re-enter Password field. 


Figure 100 Re-enter Password 

  1. Click the Select File button to upload the agent profile picture. Doing so opens your system storage so that you can choose the required image file. 


Figure 101 Select File 

  1. Once all the fields are filled, click the button. This creates the agent profile and displays it on the Agents screen. 


Figure 102 Save Button