Make state-specific background questions available for your producers.
Please Note: To activate the state-specific background question feature in AgentSync Settings, you must have both a producer assignment and a producer scorecard in place. Without a properly created and assigned producer assignment linked to agent contact records, this feature may not function as intended.
Producers can choose to answer state-specific background questions for all states or only those relevant to their assignments. To set up these settings for your organization, follow the steps below:
Helpful Tip: For guidance on creating a producer assignment and scorecard, please refer to this helpful article.
Step 1: Click the App Launcher 9-dotted square 
in the top left corner of your Manage screen.
Step 2: Type AgentSync Settings into the search bar and click the option listed under Items.
Step 3: In the General Settings section, scroll down until you see the State-Specific Background Questions label.
Step 4: Click the Circle Icon (minus sign) next to the State-Specific Background Questions label to enable this feature.
Helpful Tip: If the icon next to State-Specific Background Questions is a Green Flag, this feature is already enabled. To turn off State-Specific Background Questions, click the Green Flag.
You have now completed the setup. By enabling this feature, only the states specified in the producer assignment will require the completion of state-specific background questions. For all other states, answering these questions will be optional.
Have questions? Let us know at support@agentsync.io