Adding and Removing Agents from Lead Center

Adding Agents to Lead Center

There are a few locations where you can add Lead Center agents to your account. Any existing CallRail user can be added to Lead Center as an agent. If the person you want to add as an agent is not yet a CallRail user, use this help doc instead to create them as a Lead Center Agent.

From the Global Navigation

  1. Click the Create icon in the navigation bar at the bottom left of your screen, then click Lead Center Agents underneath Account Management.

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  2. Find the user you want to add to Lead Center and select them by clicking on the box to the left of their name.

  3. Once you have selected the users, review your plan total, and click Finish in the bottom right hand corner of the screen to immediately update the selected Agents.

From the Users page

  1. Click the Account icon in the navigation bar at the top left of your screen, then click Users underneath Account Settings.

  2. On the Users page, click on Enable Lead Center Access to the right of Create User.

  3. Find the user you want to add to Lead Center and select them by clicking on the box to the left of their name.

  4. Once you have selected the users, review your plan total, and click Finish in the bottom right hand corner of the screen to immediately update the selected Agents.

From the Account Settings page

  1. Click the Account icon in the navigation bar at the top left of your screen, then click Account Settings.

  2. Find and click the link to Add or remove agents in the Lead Center plan card. 

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  3. Find the user you want to add to Lead Center and select them by clicking on the box to the left of their name.

  4. Once you have selected the users, review your plan total, and click Finish in the bottom right hand corner of the screen to immediately update the selected Agents.

 Add or Remove Agents from the Workflow Page

  1. Click the Settings icon on the left navigation bar.

  2. Choose the company where you'd like to add or remove an agent.

  3. Click Workflow at the top of the page.

  4. Choose Lead Center Agents from the Manage header on the left.

  5. Click Manage Agents at the top right.

  6. Find the user you want to add or remove from Lead Center and select them by clicking on the box to the left of their name.

  7. Once you have selected the users, review your plan total, and click Finish in the bottom right hand corner of the screen to immediately update the selected Agents.