Provisioning An Agent To Agent CRM

Provisioning an agent to an existing Agent CRM

Follow the steps below to provision (add) an agent to an existing Agent CRM.

The agent record must already be created. If you haven't already added the agent to your portal, read the how-to guide first.

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. Find the agent record you wish to provision to an existing Agent CRM.

3. Click on their NPN hyperlink to go to their agent record page.

4. From the agent's record page, click on the Log Activity dropdown menu (found in the top right corner of the records screen.

5. Select [Agent CRM] Add Agent to Existing Agent CRM Business Activity.

6. Fill-out the required fields on the Completing [Agent CRM] Add Agent to Existing Agent CRM Business Activity pop-up window.

7. Click the Complete button when you're ready to provision the agent.

Provisioning an agent to a new Agent CRM

Follow the steps below to provision (add) an agent to a new Agent CRM.

The agent record must already be created. If you haven't already added the agent to your portal, read the how-to guide first.

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. Find the agent record you wish to provision to an existing Agent CRM.

3. Click on their NPN hyperlink to go to their agent record page.

4. From the agent's record page, click on the Log Activity dropdown menu (found in the top right corner of the records screen.

5. Select [Agent CRM] Provision New Agent Business Activity. 

6. Fill-out the required fields on the Completing [Agent CRM] Provision New Agent Business Activity pop-up window.

The Kizen Account Name must be unique. As a best practice we recommend the following convention: Agent's Name - NPN 

For example: Daniel Yount - 01234567

Note: You have three Role options with which to select from. This will provision the agent with specific access to the new Agent CRM.

Agent - Administrator (Ability to edit workflows and see all the data)

Agent - All Contacts Access (View all of the data, but can’t edit workflows)

Agent - Limited Contacts Access  (Allows agent to see an agent's book of business)

7. Click the Complete button when you're ready to provision the agent.