There are three different ways to bring a contact into an occurrence of Agent Manager.
Leads
Use a webform to collect new Agents or update existing ones. Learn more about this here.
Importing
Use Data Manager's Import tool to quickly bulk import Agents. Learn more about preparing your data for import here.
Manual Adding
To manually add a new Agent or Agency, use the Plus icon from the Agent/ Agency listing:
Or by using the triple dots on the Agent or Agency card:
