Agency Directory
Modified on: Thu, 4 Apr, 2024 at 2:59 PM
The Directory provides all users with quick access to agency contacts. Agency contacts may include carrier reps, lead generating vendors, financial institutions, etc. For agencies with branches in their EZLynx setup, the Directory currently does NOT transfer from the main office to any branches.
To add an agency contact:
- Hover over the Dashboard icon, select Directory.
- Click Add Entry and add contact information.
- Be sure to click Save when done.
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