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Agent Entry Screen – Burger Menu

Marketing > Agent > + Agent > Agent Burger Menu

In the Agent burger menu, you will find three additional options:

  • Contacts – Here, you can add or edit the agent’s contact details.
  • Contact Log – This option allows you to create a contact log and set reminders.
  • Documents – You can upload documents directly on this screen.
Note: In Contact Information tab, if a user wants to send emails to all agent addresses then a user must tick the "Send to all email addresses" checkbox and click save.