Adding Call Center Agents

Select CRM -> Call Centers on the navigation side bar.

To edit a Call Center, click the the blue Edit button.

To add an agent to a call center, navigate to the Agents tab and click on the green + Button. Select a user, role, team, and commission rate and click "Add Agent". These values can be edited after creation.

To add a team to a call center, navigate to the Teams tab and click on the green + Button. Enter a team name and click "Create Team". The team name can be edited after creation.