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How To Add or Edit an Agent

Add all of your Sales Agents before you can link them to incoming enrolments.

Before you begin:

Required LRM Access: Admin

Required Pre-Steps: It is best to have setup Agent Status and Agent Classification dropdown.

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Add or Edit Agent
  1. Before adding a new Agent, search for the agent to make sure they are not already in Wisenet.
  2. If there is no existing record, click Add New
  3. 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
  4. Click Save
  1. Search for the agent and click their name
  2. On the top right of the page, click on the Action Menu and Click Edit
  3. Update details and add or remove promotions
  4. When finished click Save
Note

Agents added in this section can be linked against

  • Course Enrolments as the Sales Agent
  • Course Offers in the Marketing section for Agents who can sell this Course Offer

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