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…
profile
2 Articles
Charles Atkinson Asked: “Can I create a second profile or child account in Agent CRM? If possible, can I limit the access?” The Answer: Yes, you can create sub-user accounts in Agent CRM and customize their access permissions to align with their roles. How to…