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 isn't a CallRail user yet, use this help article instead to create them as a Lead Center Agent.
Adding an agent to Lead Center
From the Global Navigation
- Click the Create icon in the left navigation bar, then click Lead Center Agents underneath Account Management.
- Find the user you want to add to Lead Center and select them by clicking on the box to the left of their name.
- Once you have selected the users, review your plan total, and click Finish in the bottom right corner of the screen to immediately update the selected Agents.
From the Account Settings Page
- Click the Account icon in the left navigation bar, then click Account Settings.
- Find and click the link to Add or remove agents in the Lead Center plan card.
- Find the user you want to add to Lead Center and select them by clicking on the box to the left of their name.
- 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
- Click the Settings icon on the left navigation bar.
- Choose the company where you'd like to add or remove an agent.
- Click Workflow at the top of the page.
- Choose Lead Center Agents from the Manage header on the left.
- Click Manage Agents at the top right.
- Find the user you want to add or delete from Lead Center and select them by clicking on the box to the left of their name.
- 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.
FAQs
How many companies can I assign an agent to?
Agents can belong to as many companies as you like. However, your plan may limit how many companies an agent can view at once.
