Ricochet360 Support

Manage - Agents - Main Agents page 1

• How can I edit an existing Agent?

Manage - Agents - Agent Info section 6

• How can I update an Agent’s email address?
• What is the “Contact #” used for on the Agent's profile?
• Can I cap my Agents’ ability to receive new leads?
• Can I cap my Agents’ ability to receive Inbound IVR calls?
• Can I add a Custom Caller ID for my Agent?

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Manage - Agents - Custom User Fields section 3

• How can I create Custom User Fields in the Agent Profile?
• How can I edit Custom User Fields in the Agent Profile?
• Where are these Custom User Fields in the Agent Profile used in Ricochet?

Manage - Agents - Security section 1

• How can I edit an Agent’s log in password (as an Admin)?

Manage - Agents - States and Permissions section 2

• How can I add states for eligibility for an Agent?
• Can I change my Agent’s permission level?

Manage - Agents - Hooks for Email section 4

• How can I pick a default “from” email address for my Agent?
• Can I modify the name that shows up on email recipients’ inbox?
• How can I pick a default signature to be used for the Agent?
• My signature is showing up all on one line - how can I fix?