Related Articles
How to download CPN
The file to download the CPN is found in Compass Agent Portal. Step 1: Login to Compass Agent Portal. If you do not know your credentials for Compass Agent Portal, check your inbox for an email with that information. Step 2: Scroll down to the Tech ...
How to change your CPN password
Agents can change their CPN password using the Compass Agent Portal (CAP). Step 1: Login to Compass Agent Portal. If you do not know your credentials for Compass Agent Portal, check your inbox for an email with that information. Step 2: Click on your ...
How to Manage Campaigns in the CPN
00:00: This guide will show you how to efficiently manage campaigns using the CPN. 00:05: Log into the CPN and select the health module. 00:09: Highlight the contact you want to activate the campaign for 00:13: To get started, click the manage ...
How to use the client servicing dashboard in the CPN
00:00: This guide will walk you through the process of using the client servicing dashboard 00:04: in the CPN application. 00:07: Once you have logged into the CPN, go to the health module to view your dashboard. 00:11: Click the client servicing ...
How to utilize our referral partner program
00:00: This guide will walk you through setting up referral Partners through the compass referral 00:04: partner program. Each agent is assigned a unique link to process 00:08: referral partners and receives a monthly report in the compass agent ...