Agent Administration
What is an Agent?
- An agent is primarily used as an assistant working in a call centre, managing all calls and creating/updating the member information and sending it through to SwitchTransact to be made active.
- Agent Companies are the company the agent works for, usually a call centre name...
Step1. Create a Company (The Agent works for..)
- Navigate to Settings-Marketing-Companies
- Click on the Create button
- Provide Agent Company details
- After you provide details for the Company, click on Save
Step2. Create an Agent (as an Individual)
- Navigate to Settings-Marketing-Agents
- Click on Create
- Provide details for your Agent
- Company: This is a Company the Agent works for. (previous steps).
- Get Commission: Check to indicate if Agents get a commission.
- Is Active: Check to make Agent live.
After you finished with the details, click on Save