Assigning Field Agents to a Case : MBSi Corp.

Assigning Field Agents to a Case Print

Modified on: Mon, 9 Aug, 2021 at 12:09 PM

This article applies to Agencies

Step 1: Open the case

Step 2: Click on the Assigned To tab

When there is no field agent assigned, click on the +FieldAgents to add

If you need to assign an agent or change the assigned agent, CLICK HERE for the article about assigning agents to Zones.

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