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
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.