This guide will walk you through how to create new agent accounts.
If you're looking to provision an agent to an Agent CRM, click here.
1. Navigate to the Agents & Agencies object.
Note: If your toolbar isn't configured with an Agent menu, you can find Agents & Agencies under either Data > Custom Objects or Platform > Custom Objects
2. Click on the New Agent/Agency button.
3. Fill out the Add Agent/Agency form; click Save.
At minimum, be sure to add the name, NPN, SSN, primary email address, and mobile phone.
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