Agent Management/CRM
How to: Assign or Remove Contacts/Agent to Contact Group(s)
Find the Contact you wish to allocate to a Contact group Select the icon This will pop...
How to: Create or Remove a Contact Group
Go to Settings > General > Contact Groups Select ADD > fill in template > SAVE You can ...
How to: Add Contact details to a contact (Agent).
Contacts screen Search for Contact Double-click on ContactOrganisation Select Add to add ...
How to: Export a list of emails from a Contact Group
Go to Contacts Select the Contacts drop down to search for a contact filter. From here...
How to: Create a New Agent in CustomLinc
Go to Contacts > Add Contact (+) > Click Organisation Fill in the Name & any other relevant d...