Agents

Agents are independent external contacts who can refer new customers to your business in exchange for a commission. The Agents page shows configured Agents within the Relationship.

On this page, you can:

• Create/Modify Agents

• Export a list of Agents as .csv file

Open

Assign Agents

You can assign Agents to the appropriate Trunk Groups as well as set the Commission Type and Rate.

1. Click the Add Agent button on the Agents page

2. Select a Trunk Group for the Agent in the popup

3. Select the Commission Type: Profit or Revenue.

4. Select the Agent - you can set up Agents by following this tutorial.

5. Enter the commission rate.

6. Select the start date for commissions. 

7. Click Add Agent

Open