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How to add an Agent?

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
  • Email
  • Phone Number 

All fields are required to invite an agent to the platform

 

Manager Toggle

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.