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Agent Management

Adding an Agent
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
Deleting an Agent
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. ...
Fri, Nov 28, 2014 at 4:34 PM
Turning an Agent On/Off Distribution
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
Changing an Agents Password
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 ch...
Fri, Nov 28, 2014 at 3:39 PM

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