Charles Atkinson asked us, “Is it possible to have multiple business profiles in Agent CRM?” “Hi! You can only set one business profile per account in Agent CRM. Also wanted to double check if this is what you mean: We can help you setup another…
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Charles Atkinson asked us, “Can I create second profile or child account in Agent CRM? If possible can I limit the access?” “You can add a sub user with limited options, yes. Hop in our daily live calls and we can walk you through it…