Agent Gateway Edit Contact Info

Page history last edited by Craig Ritter 1 yr ago

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How to Edit Your Contact Information

  • Why Should I do this?
    • When we generate new appointment paperwork for you, we pull your data from out of our CRM, if you keep this information current, we can fill out your paperwork with the correct information.
  • How to do it?
    • Log into Agent Gateway
    • Click on Manage My Contact Info
    • Add Information or Correct Existing Information in any of the display fields.
    • Click "Save Changes"
  • What is Shipping Address?
    • If your Primary Address is a PO Box, please put a Physical Address in for Shipping Address so that companies who send supplies by UPS or FedEx can get their supplies to you.

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