How to Add an Agent in Kixie How to Add an Agent in Kixie

How to Add an Agent in Kixie

Andy Contreras Andy Contreras

This article will show Managers on Kixie Accounts how to add a new Agent 

Add new Agent through your Kixie Dashboard 

Step One: Log into your Dashboard  

Step Two: Go to Manage > Agents > Add New 

db2.png

Step Three: Please enter the new agents information

(Please make sure that the Country for Cell or Direct # is correct)

db1.png

What Billing Tier should I Put my new Agent on 

If you are unclear on what tier your agent needs to be on, please check out our billing page 

If the Agent is on an Enterprise Tier Plan and requires Local Presence please email support@kixie.com to activate Local Presence 

What can I expect to see on Billing

When an agent is added you will receive an initial charge the same day an agent is added: 

Monthly Billing Cycle: One time pro-rated charge that depends on when the agent is added during your billing cycle.

Quarterly/Annual Billing Cycle: You'll receive an initial monthly pro-rated charge on the same day the agent is added. You will then receive a second charge to equal the total pro-rated amount that depends on your billing cycle.

 

We can help you build these automations and filters in Pipedrive and other CRMs.

For questions about this, please email support@kixie.com and/or reach out to your Account Manager for more information.