Agent Management
Adding an Agent
To add a new agent in your REfindly CRM, you must first have Administrator access. If you are an admin, click on your name in the up...
Tue, Nov 25, 2014 at 3:01 PM
To delete an Agent from your CRM, find your name in the upper right hand corner, click the downward facing arrow to open the menu, and then choose Profile. ...
Tue, Jun 20, 2023 at 10:53 AM
To turn an agent on or off in lead roatation in your CRM, find your name in the upper right hand corner, click the downward facing arrow to open the menu, a...
Fri, Nov 28, 2014 at 3:13 PM
To change an agent's password in your CRM, find your name in the upper right hand corner, click the downward facing arrow to open the menu, and then cho...
Tue, Jun 20, 2023 at 10:54 AM