Add a User Seat
User Seats are for agents that are allowed to receive leads. Setting up a User Seats is Easy!
Step 1: Open Settings
- Click on Settings to View your settings options
Step 2: Create your User Seats
- Select the "User Seats" tab at the top of your Settings screen
- Click on "Add New Agent"
- Fill out the form
- You must assign your User Seat a Username and Password to be able to log-in.
- The User's e-mail address will be their Username
- Click Save and you're done!
-Be sure to setup Lead Routing to determine how your Agents are going to receive Lead Assignments.
-A standard Enterprise account comes with 5 User Seats. To increase this limit contact sales at (877) 873-9657 Option #2