In this lesson, you will learn how to:
- Access the Edit Agent Details screen from the Agent Dashboard.
- Enter and update mandatory fields
- Set the Agent Type, link to a campus, and assign an Account Manager, Region, and Marketing Source.
- How to add Commission templates
- Provide agent portal access by assigning a username and password.
- From where and how to add a Contact
- From where and how to add an address
IMPORTANT: At the end of this lesson, you will then need to complete the quiz for it before moving on to the next Lesson.