How do I add consumers?
Click on the Consumer tab. (Located on the upper left corner)
The agent will have two options to add consumers:
Add Consumer Button
Import Button
Add Consumer Button
The button is located on the upper right corner.
When the agent wants to add a singular consumer.
Requires only the first name, last name, phone number, and email.
Import Button
When the agent wants to add multiple consumers.
As shown in the image above, when the agent clicks on Import Consumer, they will see above the Create button another button called “Sample file”.
Download the Sample File and fill in the consumer’s first name, last name, email and phone number.
Once the agent is done import the file and click Create.
Either choice will populate the consumer record in your dashboard.
For more information check out our instructional video: Conxent: Add Consumer Consent & EligibilityRelated Articles
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