Steps to Update Agent Skill Routing
1. Log In to Your Admin Account
Access your admin dashboard via EnrollHere.
2. Switch to the Agency Profile
Navigate to your Profile Settings, then switch to the Agency view.
3. Go to Management > Invite Staff
In the agency dashboard, click Management and then Invite Staff to access your agent list.
4. Select the Agent to Edit
Locate the desired agent and click the key icon to open their profile.
5. Modify Skill Routing
At the top of the profile, select the Skill Routing tab.
Add or remove states based on the agent’s licensing and availability.
6. Save Changes
Review the updates and click Save to apply changes.
📌 Updating skill routing ensures the agent receives calls and leads from the appropriate licensed states.