Tom May asked us, “Can I add a user to my Agent CRM?”

“Yep! You can go to Settings >> Team Management and select, ‘add employee’. Then you can create their username and password for them to login as well as the permission settings you’d like them to have.

If you’re wanting this user to use their own phone number, then you’ll need to upgrade to the team plan! Just email us at if you’d like to do so”

“Absolutely, yes! There’s a video that shows you how in our Agent CRM Training library”

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