The Agents tab will show all agents who have been added to the app. In this section you can Add an Agent, Edit an Agent, Delete an Agent, and Download CSV file of all agents. If you are a single agent, you will only see yourself. If you are a Superadmin for a team or brokerage, you will see all agents.
ADD AN AGENT
- Click on 'Agents' on the left hand side.
- Click on 'New agent'.
- Provide the requested information and click 'Create agent & send email.
- Agents profile will populate for you to continue filling out their information.
- Fill out the remaining information and toggle 'Active' to show in the app.
- Once complete click on 'Update' and you are done!
EDIT AN AGENT
- Click on 'Agents' on the left hand side.
- Find the agent you wish to edit and click on 'Edit' to the right.
- Make all desired edits and click on 'Update' once complete.
DELETE AN AGENT
- Click on 'Agents' on the left hand side.
- Find the agent you wish to delete and click on 'Edit' to the right.
- On the right hand side under the agents photo you will see the option to delete the agent. This is irreversible and cannot be undone.
DOWNLOAD CVS FILE
- Click on 'Agents' on the left hand side.
- Click on 'Download CSV' and file should download to your computer.
- Once downloaded click on the file to view the following content.
- Name
- Phone
- Photo
- Active (app status)
- Link (agents direct link)