Agents

Use this screen to view, filter, create, edit, or delete agents. It is the starting point for managing these records.

Use this screen to view, filter, create, edit, or delete agents. It is the starting point for managing these records.

When to use

Use this screen to view, filter, create, edit, or delete agents. It is the starting point for managing these records.

Main tasks

• Find agents using search, filters, or sorting available on the screen.
• Create a agent with the new-record action when it is available.
• Edit a agent by opening it from the list and changing its data on the edit screen.
• Delete a agent from the selected item action and confirm only when you are sure.

Search and filters

• Search: Enter part of a name, phone number, email, or related term to narrow the list.

Available actions

• Create: start a new record.
• Delete: remove the selected item, usually after confirmation.
• Edit: open the selected item for changes.
• Clear filters: clear filters, search, or current selection.
• Search: search using the current filters.