1. Team Management

This section is used to grant employees access to your Agent CRM account. 

To access Team Management complete the following steps:

  1. Click Settings
  2. Click Team Management

Here you can add an employee, delete an employee and edit an employee.

Adding or editing an employee allows you to update:

  1. Personal logo
  2. First name
  3. Last name
  4. Email (login email)
  5. Phone
  6. Password (login password)
  7. Permissions 

FAQ