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 upper right corner of the page and choose Profile from the drop-down menu.

Choose the Agents tab.

Click the  button.

The Add a new User dialogue box will appear.

Enter the new agent's first name, last name, and email address. If the new user is an administrator, click the box next to Is Admin. You can add a custom note as well. The REfindly CRM will generate an email invitation to the new agent with their login information. The agent will create their own password the first time they log in.

If an agent loses their email invitation, visit the Agents screen, find the agent, click Edit, then click the  button.