Support Line: +1 (530) 424-8288

Agent CRM Onboarding

We want to help you get started with your new Agent CRM account!

We have designed a step by step, onboarding tutorial just for new users

To find it, scroll toward the bottom of your left-hand menu; you're going to see an Onboarding button. (pictured below, circled in red)

After clicking this, you'll be led through a series of steps to help you get your account set up.

If you get stuck or need assistance on any of the onboarding steps, there's an 'I need help' button inside of the tutorial. When you click on that red button, it leaves a note for our team, letting us know that you weren't able to complete that step so we can contact you and assist. We're excited to hear how it goes!

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Support Line: +1 (530) 424-8288