Add all of your Sales Agents before you can link them to incoming enrolments.
Add or Edit Agent
- Before adding a new Agent, search for the agent to make sure they are not already in Wisenet.
- If there is no existing record, click Add New
- Enter the Agent’s details as desired
- Code – Optional field
- Ref External– If an agent has a registered number, enter this here
- Classification– Optional customisable drop down
- Click Save
- Search for the agent and click their name
- On the top right of the page, click on the Action Menu and Click Edit
- Update details and add or remove promotions
- When finished click Save