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.

Remove Agents from Lead Center

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

  2. Find the user you want to remove from Lead Center and click the pencil icon to edit the user on the right side of the row.

  3. Scroll to the Agent Permissions card at the bottom of the page. Click the Disable Agent Permissions button on the right.