Curriculum
7. Agents Setup
Overview of Agent Setup
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Lesson - Commission Templates
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Lesson - Custom Import - Financials - Commission Templates
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Lesson - Agents
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Lesson - Custom Import -Agent Details
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Lesson - Custom Import - Agent Contact
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Lesson - Custom Import - Agent Contact Logs
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Video lesson
AGS – ST – Custom Import – Agent Details
The lesson also covers:
- The purpose of the Agent Details import and where it fits in the TEAMS setup sequence.
- How to access the Custom Import area and select the Agent Details option.
- How to download and use the Agent Details Excel Guide to structure your CSV.
- CSV preparation rules, including correct formatting, field naming, and data consistency.
- How to upload your file, save an import map, and reuse mappings for future imports.
IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.