Adding a new agency is quick and easy with the Fireside CRM.
The first step is to determine if the agency name already exists in your account.
To check, go to Casework>Agencies. Scan the list for the agency label. If the agency does not yet exist, click the "New Agency" button at the top of the page.
To delete an unnecessary agency, select the agency you wish to delete in the agencies box on the left.