SUMMARY

The ‘My Agents’ page is where, if you are represented by an agency, you can store their details. This page stores and displays both your active and inactive agency information.

agent details

It is important to store not only your current but also your past agency details as this information is used to generate your reports and insights.

  • View all your current and past agent details in one place
  • Search for any agent using any field
  • Sort your agents by any field
  • One click to edit or delete your agent details
  • Create unlimited agents
  • Export all your agents to CSV with a single click

add new agent

To add a new agency, click the CREATE NEW AGENT button and complete the agency details:

  • Agency name
  • Identify if this is your currently active or a past agency
  • Give your agency a personal rating
  • Contact name
  • Contact email
  • Contact phone number
  • Agency website
  • The date you signed with the agency
  • The date the engagement was ended (past agents only)
  • Free text notes field

Note: Agents stored in this space can be added to your ‘New Jobs’ by selecting them from the Agency Details section in the ‘New Jobs’ space.