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Contacts for the Agent Portal User
Rain avatar
Written by Rain
Updated over a week ago

Adding Contacts to the Agent Portal

  1. From the left side navigation menu, go to Contacts, and click the Add Contact button.

  2. Enter the contact information and click Save.

Edit a Contact

  1. Go to the Contacts menu from the left side navigation menu and select one of the contact users.

  2. Enter the information you want to add or change and click the Update button.

Delete a Contact

  1. Go to the Contacts menu from the left side navigation menu and click the πŸ—‘ icon to delete it.

IMPORTANT:

The only contacts you can delete are the ones you created.

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