How to Create a New Agent Profile?
ConvertLead > Left-Hand Menu > Agents
-
Follow the above-mentioned workflow to land on the Agents screen.
-
To create a new agent, click the
button next to the search field on the top-right corner of the screen.
-
Doing so opens the Create Agent window.
-
Enter the name of the agent in the Name field.
Figure 95 Name
-
Enter the email address with which you want the agent to be registered using the Email Address field.
Figure 96 Email Address
-
Enter the contact number of the agent in the Phone Number field.
Figure 97 Phone Number
-
Create a password for the agent to login in the Password field.
Figure 98 Password
-
Select the company you want the agent to assign to using the Company dropdown.
Figure 99 Company Dropdown
-
Enter the password again for confirmation using the Re-enter Password field.
Figure 100 Re-enter Password
-
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
-
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