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Wisenet

      How To Add and Edit Agencies and Agents

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

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

      1

      Create an Agent

      Agents are also called Sales Contacts. You must create Agents before you can add them to an Agency.

      1. Navigate to LRM > Sales > Sales Contacts
      2. Click the Add Contact button
      3. Enter details
      4. Click Save

      2

      Create an Agency and add Agents

      1. Navigate to LRM > Organisations > Agencies
      2. Click Add Agency
      3. Enter Agent Details
      4. Enter Company Details
        1. Select the Sales Contact (aka Agent) that you’ve created as the Primary Sales Contact for this Agency
      5. Enter Other Details
      6. Click Save

      3

      Edit an Agent

      Agents are also known as Sales Contacts.

      1. Navigate to LRM > Sales > Sales Contacts
      2. Search and select the Sales Contact
      3. Edit the Sales Contact
      4. Click Save.

      4

      Edit an Agency

      1. Navigate to LRM > Organisations > Agencies
      2. Select the Agency
      3. Click Action > Edit
      4. Update info
      5. Click Save
      Next Step