When inviting a new user to use ActivePipe, you'll be asked for their MyDesktop Agent ID, so that we can integrate their contacts.
To locate the MyDesktop agent ID for your new user, start by logging into your MyDesktop admin account.
- Click the Settings cog (1),
- Navigate to Admin (2),
- And then to User Management (3)
- Click the Edit/Remove button (4) relevant to the user you need the agent ID for.
- The agent ID is displayed at the top of the next screen (5)