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Edit agent details

How to update agent name, attach REA profile ID, and manage CRM connection in your agent account

Click the 🔽 below to see information based on whether you’re accessing Sonar in a web browser or through Sonar’s mobile app.

Web browser 💻

  1. Go to Agent settings in the sidebar

  2. Open Account details to update agent account information

  3. In Account details, you can perform the following actions:

    • Select the Agent name (or click Edit) to update agent name, then click Save.

    • Click Add, enter the REA profile ID to attach it to the agent account, then click Add to confirm.

    • Click Detach to remove the CRM connection from your agent account, then select Yes, detach to confirm.

iOS/Android mobile app📱

  1. Open the Dashboard tab

  2. Go to the Agent settings (⚙️) icon at the top-right corner of the screen

  3. Select Account details to update agent account information

  4. In Account details, you can perform the following actions:

    • Select the Agent name (or tap Edit) to update agent name, then tap Save.

    • Tap Add, enter the REA profile ID to attach it to the agent account, then select Add to confirm.

    • Tap Detach to remove the CRM connection from your agent account, then select Yes, detach to confirm.

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