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How To: Update an Agent's EZLynx Username in XILO

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Written by Emma Salaya
Updated over 2 years ago

  1. Login as an Admin

  2. Go to the "Settings" page on the left-hand navigation menu.

  3. Click "Team"

  4. Click "Agents"

  5. Click edit on the appropriate agent (this will be located under the "action"). If the agent does not exist you will need to add the agent.

  6. Once editing the agent, click "Add EZLynx Username"

  7. Enter the correct username for the agent. (Make sure to check for spelling mistakes)

  8. Click "Save"

  9. Send an activation email to EZLynx if this is a new account you're connecting to XILO (CLICK HERE FOR EMAIL TEMPLATE)

  10. Once the account is activated on the EZLynx side, you will be able to push leads under the agent's account

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