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
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
