Agent

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Marketing > Agent

Overview

This is the Agent Welcome screen which will show you the list of Agents in the grid that are Active in your system. This screen is divided into two sections:

  • Filters/Parameters
  • Listing Grid

Filters/Parameters

The filters will show you different fields where you can select the data as per your need then click on the Apply Button and based on your selection the system will load the list of agents in the grid. You can also see the Total count and the Active count of the Agents.

Listing Grid

In this grid, you can see the list of all Agents. You will see columns such as Agent Code, Agent Name, Type, Region, Account manager, and other Agent contact details in this grid. All of the columns are self-explanatory.

Click on the +Agent button to add a new Agent to the system.

If you want to edit the agent and want to make some changes, then click on the edit icon under the Action column.

Click here to learn more about the Burger Menu

Send SMS icon is not appearing!
You do not need to worry if Send SMS icon is not appearing under the Actions column. It means that the Mobile No. is missing for that particular agent.