Congratulations on your brand-new and shiny Agent Manager.
Take a look at the brief overview of what you've just got your hands on.
If you're a Super User, there're a few things you need to do under the hood before your officers and agents can get stuck in.
Set up your Agencies
Your Agencies may have been imported already - if so, great! If not, take a look at this article for help in creating an agency.
Setting up Agents
Again, your Agents may have already been imported into Agent Manager, but if not take another look at this article for guidance on how to add an Agent.
What else can I change under the hood?
There're a few more settings to look at within the Set-up tabs.
To organise your agents by your defined geographical territories, take a look at this article.
To set up the default email template for sending one-to-one comms to your agents, have a look at this article.
You'll also want to take a look at the Consent tab, and ensure you've got an applicable consent that covers your agreement with your agents.
Tinkering and fine-tuning
There're only a few things left to cover, such as communicating with your agents and sharing documents with them. You may also want to look at adding notes to your agents or changing them into main agents, setting agency alerts, or creating tasks around your agents. Finally, you can delete your agents and agencies, or you could just amend the status (last section of this article).
There we have it! You're now set up and all ready to get started with your brand new Agent Manager. We hope you get plenty of applications from your new app, and if you have any questions, please ask our Customer Support team.