What are Main Agents?

How to utilise the Main Agent field

Steph Stevens avatar
Written by Steph Stevens
Updated over a week ago

Main Agents could be the main contact at an agency, such as an Administrator, or the Manager or owner of an agency. Every organisation can have a Main Agent. You can mark any Person as the Main Agent by checking the box on their record:

They are highlighted on the list of agents by an asterisk at the end of the name.

When creating a Campaign, if you only want to contact one person at each Agency, you can Filter your Agents results to include your Main Agent only.

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