Agents are independent external contacts who can refer new customers to your business in exchange for a commission. The Agents page shows configured Agents on the Relationship.
On this page, you can:
Create/Modify Agents
Export a list of Agents as .csv file
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Assign Agents
You can assign Agents to the appropriate Trunk Groups as well as set the Commission Type and Rate.
Click the Add Agent button on the Agents page
Select a Trunk Group for the Agent in the popup
Select the Commission Type: Profit or Revenue.
Select the Agent - you can set up Agents by following this tutorial.
Enter the commission rate.
Select the start date for commissions.
Click Add Agent
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