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.  


 

Practice:

https://support.nomisma.co.uk/portal/en/kb/articles/practice

Comms:

https://support.nomisma.co.uk/portal/en/kb/articles/agent-setup-comms

Workflow:

https://support.nomisma.co.uk/portal/en/kb/articles/agent-setup-workflow

Pricing:

https://support.nomisma.co.uk/portal/en/kb/articles/agent-setup-pricing

Letter of Engagement:

https://support.nomisma.co.uk/portal/en/kb/articles/agent-setup-letter-of-engagement

Templates:

https://support.nomisma.co.uk/portal/en/kb/articles/agent-setup-templates

Payments:

https://support.nomisma.co.uk/portal/en/kb/articles/agent-setup-payment

Agent Authorisation:

https://support.nomisma.co.uk/portal/en/kb/articles/agent-setup-agent-authorisation

Companies House:

https://support.nomisma.co.uk/portal/en/kb/articles/agent-setup-companies-house

Users:

https://support.nomisma.co.uk/portal/en/kb/articles/agent-setup-users