Agent Setup - CRM

Agent Setup - CRM

To set up an Agent profile within CRM you will have to go to Setup on the left-hand menu on the main dashboard. 


Once you are within the Setup page you will have a collection of tabs at the top of the page which will require you to fill out any necessary information in order for you to set up an Agent profile.  






Letter of Engagement:



Agent Authorisation:

Companies House:


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