Disable Agents

  • Updated

Context

Sales Intelligence includes 18 predefined general agent categories that represent cover sales trigger events. These agents are selected for you by default. If any of the general agents do not apply to your organization, you have the option to disable them. 

Steps

  1. In Sales Intelligence, click your profile and select Manage Agents.
    Profile Menu Agents.png
  2. Scroll down to the Standard Agents section and deselect the checkbox for the agents to disable.
    Tip: You can also disable team and custom agents by deselecting their checkboxes.
    Standard Agents.png
  3. At the bottom of the page, click Save.

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