The purpose of this article is to show you how to add an Agent
Viewing your agents
First, you will want to go to your Sidebar and select the Agents section. Once on the page you will see a list of Agents associated that are part of your organization.
Adding an Agent
On the top right hand corner of your screen there is a Green button that say "Add Agent". After selecting "Add Agent" you will be prompted to invite the agent to your organization by entering in:
- First Name
- Last Name
- Phone Number
All fields are required to invite an agent to the platform
After completing the form, an email will be sent to the agent to complete their registration. Once the agent has completed their registration you will have the ability to add them as a Manager. The Manager toggle allows the agent to see all leads submitted by all agents vs if the toggle is off, the agent will only be able to see the leads they submitted.