To add a group from the agent homepage
Create the new group by clicking on the ‘+’
On the company information screen – enter the group’s information, including SIC code, and zip code. Upload a company logo to have it appear on the proposals you create for the group.
Assign Firm User Access – All the coworkers on the list will have access to the group, the company will appear on the agent’s home page unless you uncheck the box next to their name(s).
