Learn how to create a start date for any agent who is part of your Paperless Pipeline account.
Create a Start Date for an Agent
- Click your name in the upper right corner then "Admin / Settings".
- Click "Manage Users" from the left menu.
- Click the gear next to the user and select "Edit User".
- On the agent’s profile, scroll down to the “Agent Start Date” field.
- Use the calendar provided to accurately select a start date.
- Click [Update User] to complete the process.
You can repeat the steps for any agent that’s part of your Paperless Pipeline account.