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
Step Three: Please enter the new agents information
(Please make sure that the Country for Cell or Direct # is correct)
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
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: Receive first initial charge of 1 month for agent tier (EX: Basic: $15/Month, Integrated: $35/Month, Enterprise: $65/Month) on the same day agent is added. You will then receive a second charge to equal the pro-rated amount that depends on your current bill cycle
We can help you build these automations and filters in Pipedrive and other CRMs.
For questions about this, please email email@example.com and/or reach out to your Account Manager for more information.