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DEMO ENVIRONMENT
Agent Management ≈ 4 min Ops · Contracting · Case Management

Add a CC on Communications via Agent Profile

CC recipients in PulseConnect are not set on the email — they are set on the agent record, as an assignment with the CC role. Once assigned, that person is copied on communications tied to this agent. This walkthrough follows the exact path from the UAT capture.

PulseConnect · Agent Profile — Bruce Wayne
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BW
Bruce Wayne (Batman)AGENT
Wayne Enterprises, INC · Active since Apr 2025 · RecId 218208
☎ (911) 911-9111 Business ✉ darkness@batman.com ◎ 1 Bat Cave Street Gotham, GA 90210 United States
✎⎙◎🔖💬
ACTIVE CONTRACTS
15 /16
1 pending review
OPEN CASES
4
4 requiring follow-up
COMMISSIONS YTD
$5,839
2 policies tracked
OVERDUE ACTIVITIES
0
None overdue
PORTAL LAST LOGIN
04/03/2026
8:26 PM
⚠ NEEDS
ATTENTION
!
Missing E&O and Tax IDRequired to finalize new business.
↑ Top
·
Activities
Opportunities / ROE 1
Cases / Documents 41
Contracting / Assignments 15
Transcripts
Campaigns / Codes
Emails 0
ACTIVITY STREAM
Activities 0
History & Activity Notes 1
All 1
No activities for this contact.
OPPORTUNITIES
Filter opportunities…
SUBJECT ⌃EST. COMM PREMIUM ⌃APPT. DATE ⌃FOLLOW-UP ⌃STAGE ⌃
New Application - Moving funds from ALZ$0.0004/11/2026Overdue 125dNeeds Analysis
PIPELINE TOTAL$0.001 open opportunity
RULES OF ENGAGEMENT
Communication 1
Contracting 5
NewBusiness 0
⚠ ALERT
COMMUNICATION   Rule Owner: Wayne Enterprises, INC   LOB: Annuities   Restriction: All
Do Not Bulk Email Do Not Call Do Not Mail
Note: All fixed/indexed annuities must be on the APL, all comp will go to BD. Please check approved product/carrier list prior to initiating contract.
Kyra
👥 New Assignment MULTI-SELECT
1Assignee *
Who is being assigned? Search by name across Contacts or Accounts.
Contacts Agents, Marketers, individuals
Accounts Organizations, Carriers, BDs
ST
Stephanie Tucker (Stephanie)
Employee · Pulse Point Management Inc.
Select
ST
Stephanie Tucker (Stephanie)
Delegate · Pulse Point Management Inc.
Select
Prev 1-2 of 2 Next
Assignee: Stephanie Tucker (Stephanie)
2Role(s) *
0 selected
Pick one or more roles for this assignee.
Broker-Dealer
Case-Manager
CC
Contract-Manager
Delegate
External
Household
Marketer
Master Organization
Organization
Payor
Principal
Pulse360-Delegate
PulseIQ-Delegate
Referral Source
additional roles below — list scrolls
Select an assignee to continue
Step 1 of 11

What this walkthrough is built from

Source: How_to_Add_CC_on_communication_via_Agent_Profile.pdf — four UAT screen captures of the PulseConnect Agent Profile. Fidelity caveats below are deliberate; they mark where the replica is faithful and where it fills a gap.
DIRECTLY OBSERVED IN SOURCE
  • Contacts & Accounts menu with all 13 entries, Agents first.
  • Agent Profile header, KPI strip, Needs Attention banner, and the full tab strip with counts.
  • Contracting & Commissions layout: Summary fields, hierarchy bar, Add Contract footer.
  • Assignments & Groups panel with all eight existing assignment rows and their role chips.
  • New Assignment panel: MULTI-SELECT badge, numbered Assignee / Role(s) sections, Contacts vs Accounts radio, search results showing two Stephanie Tucker records, green assignee confirmation bar, role tile grid, and the footer reading Ready to save · 1 role · 0 LOBs.
  • CC is selected via checkbox tile in the Role(s) grid — third tile, first row.
INFERRED OR NOT CAPTURED
  • The step between Agents and the Agent Profile — the agent list and how you open a record — is not in the source. The replica skips straight to the profile.
  • What happens after Add Assignment is not captured. The success toast and the new CC row appended to the list are a reasonable representation, not an observed state.
  • The footer references 0 LOBs, implying a line-of-business selector below the role grid. That section was cut off in the capture and is not replicated.
  • The role grid continues past Referral Source; remaining roles are unknown.
  • Whether both Stephanie Tucker records are valid targets, or whether the Delegate record was chosen for a specific reason, is not stated in the source.
  • Where the CC actually takes effect downstream — which emails, templates, or Rules of Engagement honor it — is outside this document.