Agents

How to Archive an Agent Profile? ConvertLead > Left-Hand Menu > Agents - Follow the above-mentioned workflow to land on the Agents screen. - For an agent profile you want to archive, click the icon. Figure 107 Three-Dot Icon - Doing so reveals a list of options. From these options, click Archive. Figure 108 Archive - This displays a confirmation popup so that you can confirm your decision. - To co...

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

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 a...

How to View Agents Dashboard? - Upon successful login, you land on the Campaigns dashboard. - Navigate to the left-hand menu. - From the options available here, click the button. Doing so takes you to the Agents dashboard. Figure 84 Agents - Here, all the existing agent profiles are listed. - The count for leads assigned to each agent is displayed on the right corner of their profile picture. Figure 85 ...