Instruction manual

Identifying Agents and Lines
The first step in setting up CMS is to identify the agents and lines. To identify
CMS agents, create an Agent Directory, based on the completed Agent
Directory Planning Form. Each agent’s entry in the directory includes his or
her name and ID.
Identifying the CMS lines includes adding lines to CMS, designating priority
lines and assigning line group IDs. The CMS lines, priorities, and IDs are
listed on the Line Group Planning Form.
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