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…
Team Management
12 Articles
Charlie Schrantz Asked: “Where do I go to TURN ON call recordings on all calls inbound and outbound for me and all my team members?” The Answer: To enable call recordings for both inbound and outbound calls in Agent CRM, follow these steps: Navigate to…
In this video, Ryan explains how you can assign users to new leads in your account using round robin or a single method.
When a lead receives a call or SMS from your campaign and decides to call back the number on their caller ID, understanding how the callback is routed is critical. Agent CRM uses a layered routing system to determine where these calls go based on…