Curriculum
Course: Agents - Setup
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Video lesson

Agents

Here’s a summary of what you’ll be covering in the video lessons: 

  • When to use Manual Entry vs. Custom Import
  • Set up required User Codes first
  • How to Add New Agent
  • How to Mark agent as Active
  • The five-step rule for commission calculation
  • How to Add Contacts

IMPORTANT : At the end of this lesson you will then need to complete the quiz for it before moving onto the next Lesson.