Your Agent Manager dashboard
To see all linked applications on your Agent Manager dashboard, you will need to link them.
How to link an application
You can link any application in Applications Passive (APV) and Applications Active (APS) to an agent. This happens in the application itself.
Step 1: Find the application in the Applications app (Active or Passive, they both do the same) and select 'Link to an Agent' in the more options menu top right in any application:
Step 2: Start typing to find your agent. It matches Agent Name, Agency Name, and Agency Codes:
Step 3: Once selected, this link badge shows on the application:
Step 4: This application now displays on your Agent Manager dashboard. You then filter to find the one(s) you want.
FAQs
Q. Can I link more than one agent to the same application?
A. No.
Q. Can I unlink one agent and link another one instead?
A. Yes. A new 'Unlink this Agent' item now appears in the more options menu top right in that application. You can simply unlink it and leave it, or use the 'Link to an Agent' again.
Q. What if an agent claims an application but I am not sure?
A. Each application linked to an Agent will follow a journey through stages - more info here. These are recommended Stages but you can edit them to ensure each application follows your own process. In this case you would choose 'stage: 2 - Assessing Application Ownership' before moving it on to 'stage: 3 - Application Ownership Verified'.