How to: Create a new Agent

1. Navigate to List -> Contacts -> Agents
2. Click on the "Add Agent" button on the top of the Agents grid.
3. Fill-in as much information as you have available.
   1. All fields marked with an asterisk (*) are required.
   2. Navigate between the tabs (Contact, Account, Notes, etc) to make sure you have everything added.
   3. Under the Bill To Links tab, select the Bill To account this agent is responsible for.
4. Click on the "Update" button to save your new Agent.